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
351
$284K 0.01%
6,620
+385
352
$280K 0.01%
+3,454
353
$280K 0.01%
+16,585
354
$279K 0.01%
4,974
355
$277K 0.01%
4,729
+239
356
$274K 0.01%
5,258
+1,301
357
$274K 0.01%
16,747
-12,000
358
$274K 0.01%
8,542
+82
359
$271K 0.01%
+1,157
360
$271K 0.01%
1,075
-50
361
$267K 0.01%
+1,968
362
$262K 0.01%
1,975
-3,190
363
$262K 0.01%
5,797
364
$261K 0.01%
2,908
365
$257K 0.01%
3,015
-31
366
$257K 0.01%
10,548
+606
367
$255K 0.01%
376
+3
368
$254K 0.01%
+25,000
369
$253K 0.01%
+7,951
370
$252K 0.01%
1,211
-201
371
$252K 0.01%
5,355
+60
372
$251K 0.01%
1,459
+90
373
$251K 0.01%
+2,313
374
$251K 0.01%
1,517
+43
375
$250K 0.01%
1,447
+12
13 14
15
16 17