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
101
$3.29M 0.11%
154,401
-1,008
102
$3.26M 0.11%
30,462
-400
103
$3.23M 0.11%
257,485
+34,806
104
$3.22M 0.11%
48,400
+902
105
$3.22M 0.11%
15,580
+1,872
106
$3.19M 0.11%
4,952
+604
107
$3.14M 0.11%
33,828
-744
108
$3.09M 0.11%
8,348
+828
109
$3.03M 0.1%
77,000
110
$2.89M 0.1%
152,436
+20,436
111
$2.89M 0.1%
16,645
+245
112
$2.84M 0.1%
52,352
+1,400
113
$2.75M 0.09%
7,660
+220
114
$2.67M 0.09%
33,068
+406
115
$2.57M 0.09%
3,965
+441
116
$2.56M 0.09%
159,122
-12,208
117
$2.55M 0.09%
25,072
-15,189
118
$2.48M 0.09%
7,116
+1,536
119
$2.45M 0.08%
14,464
+600
120
$2.41M 0.08%
13,695
-294
121
$2.4M 0.08%
122,890
122
$2.36M 0.08%
30,010
+3,056
123
$2.35M 0.08%
114,972
+41,367
124
$2.31M 0.08%
105,286
+9
125
$2.29M 0.08%
6,121
+17
3 4
5
6 7