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
26
$27.5M 0.95%
145,902
+5,217
27
$25.4M 0.87%
10,589
+10
28
$25M 0.86%
596,513
+42,990
29
$24.6M 0.85%
324,482
+125,649
30
$24.5M 0.84%
52,798
+463
31
$24.3M 0.83%
235,401
+11,645
32
$24.2M 0.83%
201,495
+33,435
33
$24.1M 0.83%
296,700
+5,617
34
$23.9M 0.82%
179,600
+3,011
35
$22.8M 0.78%
75,822
-2,747
36
$22.3M 0.77%
105,283
+8
37
$22M 0.76%
262,036
-9,803
38
$22M 0.76%
168,881
+23,977
39
$21.6M 0.74%
197,680
+127,946
40
$21.5M 0.74%
474,619
+122,347
41
$20.7M 0.71%
22,612
+101
42
$20.3M 0.7%
223,622
+553
43
$20.2M 0.69%
33,480
+2,095
44
$19.1M 0.66%
121,609
+117,779
45
$19.1M 0.66%
55,176
+1,400
46
$18.5M 0.64%
194,473
-516
47
$17.3M 0.59%
36,325
+740
48
$17.1M 0.59%
67,160
-41,442
49
$16.3M 0.56%
168,841
+3,418
50
$16M 0.55%
312,711
-2,160
1
2
3 4 5