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
$1.53B
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$18.4M
3
+$8.34M
4
AGN
Allergan plc
AGN
+$7.45M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.08M

Top Sells

1
+$13.3M
2
+$8.59M
3
+$4.49M
4
BOI
Brookfield Mtge Opportunity Fd
BOI
+$2.66M
5
BIIB icon
Biogen
BIIB
+$2.58M

Sector Composition

1 Financials 12.98%
2 Healthcare 12.92%
3 Consumer Staples 10.73%
4 Technology 9.96%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.1M 5.51%
1,354,067
+3,435
2
$60.3M 3.95%
370,198
-4,469
3
$58.3M 3.82%
1,378,371
-24,902
4
$45.5M 2.98%
1,475,728
+17,935
5
$38.9M 2.54%
424,804
+8,989
6
$35M 2.29%
305,738
+5,414
7
$33.4M 2.19%
1,212,657
+105,746
8
$32.4M 2.12%
135,184
+946
9
$31.6M 2.07%
311,444
+26,176
10
$31M 2.03%
562,782
-2,239
11
$30.8M 2.02%
146,587
+35,492
12
$30.6M 2%
646,371
-17,096
13
$29.6M 1.94%
767,940
+183,400
14
$29.3M 1.92%
433,289
+6,158
15
$28.2M 1.85%
500,689
+3,263
16
$28.2M 1.84%
244,378
+5,016
17
$27.4M 1.79%
263,652
-10,236
18
$27.4M 1.79%
71,897
+876
19
$26.8M 1.76%
477,735
+34,003
20
$25.8M 1.69%
1,113,463
+34,405
21
$25.8M 1.69%
671,059
+12,824
22
$24.1M 1.58%
697,946
+20,640
23
$22.3M 1.46%
1,057,102
+869,547
24
$21.7M 1.42%
304,082
+1,151
25
$21M 1.38%
958,089
+23,261
1
2 3 4 5