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
$1.85B
AUM Growth
+$90.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1 +$22.1M
2 +$15.2M
3 +$13.9M
4
BALL icon
Ball Corp
BALL
+$13.1M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$11.4M

Top Sells

1 +$51.8M
2 +$24.2M
3 +$16M
4
AGN
Allergan plc
AGN
+$13.3M
5
LVS icon
Las Vegas Sands
LVS
+$4.17M

Sector Composition

1 Communication Services 14.55%
2 Financials 11.25%
3 Technology 11.1%
4 Real Estate 10.56%
5 Consumer Staples 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$115M 6.2%
651,005
-15,683
2
$111M 5.99%
1,297,107
+1,710
3
$66M 3.56%
553,725
-21,376
4
$64.3M 3.47%
324,297
+16,203
5
$48.2M 2.6%
1,237,970
-409,900
6
$47M 2.54%
899,020
+14,500
7
$46.6M 2.51%
1,422,800
+7,112
8
$45M 2.43%
425,736
+30,170
9
$38.7M 2.09%
717,763
+10,861
10
$38.2M 2.06%
1,916,033
+59,138
11
$36.9M 1.99%
264,437
+6,798
12
$36.2M 1.96%
1,054,226
+15,370
13
$36.2M 1.95%
1,357,369
+39,230
14
$35.6M 1.92%
1,220,754
+16,523
15
$34.3M 1.85%
725,199
-31,665
16
$33.7M 1.82%
471,715
+7,501
17
$32.1M 1.73%
298,865
+4,332
18
$29.5M 1.59%
364,950
+14,178
19
$29.1M 1.57%
114,033
+2,284
20
$27.3M 1.47%
102,383
+82,969
21
$27.1M 1.46%
785,201
+10,432
22
$27.1M 1.46%
412,537
-21,130
23
$25.7M 1.39%
383,468
+9,556
24
$25.6M 1.38%
175,091
+744
25
$25.5M 1.38%
913,865
+190,000