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
401
$219K 0.01%
+2,659
402
$219K 0.01%
976
+18
403
$217K 0.01%
419
404
$217K 0.01%
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405
$216K 0.01%
916
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406
$215K 0.01%
3,457
407
$214K 0.01%
+1,265
408
$213K 0.01%
8,055
-1,420
409
$211K 0.01%
2,405
410
$209K 0.01%
8,045
-68,654
411
$206K 0.01%
1,781
-677
412
$205K 0.01%
1,552
-35
413
$205K 0.01%
21,503
-105
414
$203K 0.01%
31,337
-8,254
415
$202K 0.01%
+1,759
416
$202K 0.01%
22,147
-3,861
417
$201K 0.01%
+5,356
418
$201K 0.01%
149
419
$200K 0.01%
+2,600
420
$200K 0.01%
21,460
-46,541
421
$195K 0.01%
13,341
-13,850
422
$194K 0.01%
12,460
-9,939
423
$192K 0.01%
11,628
424
$189K 0.01%
11,916
-41,736
425
$183K 0.01%
11,883
-80,413
15 16
17
18 19