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
376
$248K 0.01%
34,539
-18,793
377
$247K 0.01%
928
+50
378
$245K 0.01%
628
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$245K 0.01%
3,710
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380
$243K 0.01%
459
381
$238K 0.01%
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-2,693
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7,601
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$237K 0.01%
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385
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386
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924
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388
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13,686
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389
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390
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391
$228K 0.01%
8,578
392
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393
$227K 0.01%
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394
$226K 0.01%
14,987
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395
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396
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397
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4,443
-7,871
398
$223K 0.01%
264
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399
$222K 0.01%
13,146
-1,311
400
$221K 0.01%
1,398
14 15
16
17 18