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
$1.79B
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$20.5M
3
+$14.8M
4
VER
VEREIT, Inc.
VER
+$13.7M
5
BN icon
Brookfield
BN
+$13.2M

Top Sells

1
+$22.1M
2
+$20.2M
3
+$19.1M
4
AGN
Allergan plc
AGN
+$18.8M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$11.4M

Sector Composition

1 Communication Services 14.36%
2 Technology 11.66%
3 Consumer Staples 11.35%
4 Financials 11.17%
5 Real Estate 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$118M 6.57%
1,291,094
-6,013
2
$99.5M 5.55%
622,579
-28,426
3
$65M 3.63%
325,923
+1,626
4
$57.1M 3.19%
545,535
-8,190
5
$56.8M 3.17%
1,632,866
+394,896
6
$47M 2.62%
911,440
+12,420
7
$44.5M 2.48%
347,038
+82,601
8
$44.3M 2.47%
2,509,767
+593,734
9
$44.3M 2.47%
2,039,224
+681,855
10
$42M 2.34%
422,534
-3,202
11
$40.8M 2.27%
1,352,177
-70,623
12
$37.3M 2.08%
722,884
+5,121
13
$35.9M 2%
1,247,720
+26,966
14
$35.3M 1.97%
1,049,686
-4,540
15
$33.5M 1.87%
731,925
+6,726
16
$30.3M 1.69%
302,123
+3,258
17
$30.1M 1.68%
1,438,266
+332,661
18
$29.6M 1.65%
373,723
+370,037
19
$29.5M 1.65%
473,507
+1,792
20
$29.4M 1.64%
366,835
+1,885
21
$28.9M 1.61%
787,570
+2,369
22
$28.8M 1.6%
114,186
+153
23
$26.2M 1.46%
48,400
-1,076
24
$25.1M 1.4%
434,258
+50,790
25
$24.8M 1.39%
913,865
1
2 3 4 5