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
301
$399K 0.01%
15,620
302
$399K 0.01%
18,566
-1,800
303
$396K 0.01%
2,378
+138
304
$396K 0.01%
6,725
+90
305
$393K 0.01%
7,241
+34
306
$389K 0.01%
2,788
+2
307
$387K 0.01%
2,691
-306
308
$387K 0.01%
6,825
309
$380K 0.01%
2,120
+136
310
$377K 0.01%
4,500
311
$377K 0.01%
6,138
-693
312
$376K 0.01%
7,851
+26
313
$376K 0.01%
6,696
+2,571
314
$374K 0.01%
6,359
-7,474
315
$374K 0.01%
1,824
+7
316
$373K 0.01%
900
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317
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5,429
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318
$362K 0.01%
25,865
-109,539
319
$359K 0.01%
15,251
320
$358K 0.01%
2,917
-1,910
321
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1,917
-8
322
$352K 0.01%
678
+8
323
$351K 0.01%
3,049
+172
324
$346K 0.01%
2,528
+465
325
$346K 0.01%
17,802
+1,790
11 12
13
14 15