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
76
$5.54M 0.19%
15,714
+18
77
$5.32M 0.18%
45,290
-11,465
78
$5.31M 0.18%
31,065
-269
79
$5.27M 0.18%
79,180
+1,530
80
$5M 0.17%
8,819
+369
81
$4.96M 0.17%
11
82
$4.9M 0.17%
+3,286
83
$4.69M 0.16%
64,558
+3,670
84
$4.52M 0.16%
26,435
-459
85
$4.3M 0.15%
37,677
+9,541
86
$4.27M 0.15%
80,808
+17,019
87
$4.18M 0.14%
161,905
-23,660
88
$4.13M 0.14%
8,756
+636
89
$3.96M 0.14%
15,555
90
$3.92M 0.13%
30,295
+1,845
91
$3.92M 0.13%
23,939
+1,101
92
$3.91M 0.13%
9,833
+269
93
$3.6M 0.12%
16,202
+13,016
94
$3.54M 0.12%
13,198
+4,872
95
$3.45M 0.12%
174,960
+41,209
96
$3.42M 0.12%
53,956
+8,411
97
$3.34M 0.11%
54,500
98
$3.33M 0.11%
58,517
-22,169
99
$3.31M 0.11%
46,070
+6,990
100
$3.3M 0.11%
70,808
-565
2 3
4
5 6