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
51
$15.3M 0.53%
130,750
+3,364
52
$14.6M 0.5%
191,652
+5,499
53
$13.7M 0.47%
296,559
+44,655
54
$11.8M 0.41%
164,297
+22,881
55
$11.8M 0.41%
81,400
+1,520
56
$11.5M 0.39%
241,899
-54,189
57
$11M 0.38%
384,501
+30,344
58
$10.5M 0.36%
871,264
59
$10.1M 0.35%
17,815
-38,608
60
$9.97M 0.34%
44,728
-619
61
$9.82M 0.34%
164,051
+106,756
62
$9.78M 0.34%
165,593
-4,160
63
$9.27M 0.32%
89,823
+3,384
64
$9.04M 0.31%
307,500
+17,030
65
$8.78M 0.3%
84,571
+24,930
66
$8.73M 0.3%
75,248
+1,752
67
$8.61M 0.3%
19,709
-1,076
68
$7.91M 0.27%
345,554
+20,349
69
$7.73M 0.27%
219,269
+488
70
$7.63M 0.26%
102,184
+29,162
71
$7.33M 0.25%
17,665
+136
72
$6.81M 0.23%
109,285
-14,983
73
$6.05M 0.21%
163,419
+2,190
74
$5.9M 0.2%
138,026
-33,368
75
$5.77M 0.2%
222,713
+189,317
1 2
3
4 5