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
426
$168K 0.01%
12,403
-67,807
427
$152K 0.01%
11,181
-84
428
$140K ﹤0.01%
12,027
-80,587
429
$129K ﹤0.01%
13,305
-1,239
430
$121K ﹤0.01%
+11,272
431
$110K ﹤0.01%
13,327
-6,779
432
$96K ﹤0.01%
14,988
-12,947
433
$81K ﹤0.01%
21,545
434
$60K ﹤0.01%
+10,000
435
$46K ﹤0.01%
117,371
436
$41K ﹤0.01%
10,126
437
$34K ﹤0.01%
1,275
438
$6K ﹤0.01%
1,287
439
– –
-22,476
440
– –
-58,981
441
– –
-24,261
442
– –
-136,754
443
– –
-4,890
444
– –
-232,452
445
– –
-1,166,882
446
– –
-8,001
447
– –
-1,257
448
– –
-7,478
449
– –
-17,854
450
– –
-94,825
16 17
18
19 20