FFA

First Foundation Advisors Portfolio holdings

AUM $2.7B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$3.88M
3
+$3.82M
4
AGN.PRA
Allergan plc
AGN.PRA
+$3.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.7M

Top Sells

1
+$16.7M
2
+$16.3M
3
+$14.3M
4
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$6.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.69M

Sector Composition

1 Healthcare 13.61%
2 Consumer Staples 13.06%
3 Financials 10.95%
4 Technology 10.87%
5 Real Estate 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.1M 5.39%
1,467,031
-318,147
2
$72.3M 5.19%
1,425,815
+7,142
3
$50.3M 3.61%
1,505,619
-85,730
4
$46.6M 3.34%
321,647
+18,662
5
$42.9M 3.08%
421,588
-4,381
6
$36.7M 2.63%
1,739,951
-793,971
7
$33.1M 2.37%
307,233
+5,272
8
$32.8M 2.35%
290,562
+4,968
9
$31.2M 2.24%
1,129,515
+44,314
10
$29.8M 2.14%
431,712
-4,953
11
$29.6M 2.13%
244,228
-1,396
12
$28.7M 2.06%
700,185
-47,521
13
$27.2M 1.95%
574,778
-7,652
14
$26.8M 1.92%
308,828
-4,703
15
$26.5M 1.9%
681,352
-30,633
16
$25.2M 1.81%
489,376
+4,505
17
$24.9M 1.79%
452,853
+774
18
$24.8M 1.78%
72,324
-112
19
$24.7M 1.77%
106,671
+88,865
20
$22.5M 1.62%
690,696
-26,988
21
$22.4M 1.61%
580,444
-8,018
22
$20.3M 1.46%
586,560
+15,620
23
$19.7M 1.41%
432,993
-314,283
24
$19.1M 1.37%
295,376
-2,808
25
$19.1M 1.37%
919,450
+1,228
1
2 3 4 5