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
$2.91B
AUM Growth
+$231M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$18.5M
3
+$14M
4
FIS icon
Fidelity National Information Services
FIS
+$14M
5
UNH icon
UnitedHealth
UNH
+$10.3M

Top Sells

1
+$52.8M
2
+$45.4M
3
+$34.4M
4
COST icon
Costco
COST
+$21.9M
5
CRM icon
Salesforce
CRM
+$10.5M

Sector Composition

1 Technology 26.88%
2 Communication Services 11.91%
3 Financials 10.75%
4 Consumer Discretionary 10.18%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$734K 0.03%
8,388
+318
227
$730K 0.03%
4,201
+390
228
$725K 0.02%
2,115
+41
229
$724K 0.02%
12,780
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230
$714K 0.02%
1,083
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231
$711K 0.02%
+6,350
232
$707K 0.02%
15,496
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233
$684K 0.02%
5,889
234
$672K 0.02%
3,288
235
$668K 0.02%
8,048
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236
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13,661
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237
$666K 0.02%
7,163
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238
$665K 0.02%
11,600
239
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8,182
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240
$664K 0.02%
25,346
-3,077
241
$653K 0.02%
34,082
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242
$650K 0.02%
29,060
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243
$643K 0.02%
13,399
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244
$631K 0.02%
58,898
-4,558
245
$612K 0.02%
4,120
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246
$606K 0.02%
2,652
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247
$586K 0.02%
11,998
-8,385
248
$578K 0.02%
3,798
+48
249
$559K 0.02%
41,131
250
$557K 0.02%
40,066
-43,353
8 9
10
11 12