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
276
$468K 0.02%
5,170
-300
277
$464K 0.02%
16,026
278
$463K 0.02%
+62,000
279
$462K 0.02%
13,431
-76
280
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5,909
+47
281
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4,108
-83
282
$456K 0.02%
24,895
+745
283
$456K 0.02%
1,733
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284
$455K 0.02%
3,517
+1,370
285
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+6,468
286
$452K 0.02%
1,925
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287
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13,554
+1,423
288
$447K 0.02%
2,365
-33
289
$447K 0.02%
27,859
-32,461
290
$435K 0.02%
22,186
-3,663
291
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292
$427K 0.01%
4,242
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293
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7,289
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294
$421K 0.01%
4,738
-1,259
295
$420K 0.01%
39,571
-65,929
296
$418K 0.01%
2,023
-297
297
$417K 0.01%
1,913
-35
298
$417K 0.01%
9,301
+1,566
299
$414K 0.01%
2,544
+352
300
$411K 0.01%
+8,730
10 11
12
13 14