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
126
$2.24M 0.08%
3,402
+363
127
$2.19M 0.08%
10,482
-15
128
$2.16M 0.07%
5,523
+758
129
$2.09M 0.07%
34,132
+2,108
130
$2.08M 0.07%
18,796
+2,440
131
$2.07M 0.07%
12,395
+191
132
$2.06M 0.07%
+1,426
133
$2.03M 0.07%
8,425
+1,737
134
$1.98M 0.07%
+6,764
135
$1.98M 0.07%
8,996
-163
136
$1.96M 0.07%
+105,138
137
$1.96M 0.07%
25,516
+2,711
138
$1.95M 0.07%
49,300
139
$1.94M 0.07%
138,250
-13,811
140
$1.93M 0.07%
18,366
141
$1.9M 0.07%
1,052
+492
142
$1.89M 0.07%
16,534
+60
143
$1.89M 0.07%
33,362
+134
144
$1.89M 0.07%
9,059
+2,331
145
$1.87M 0.06%
11,184
+12
146
$1.85M 0.06%
13,470
+11,490
147
$1.85M 0.06%
5,256
-116
148
$1.83M 0.06%
9,706
-6,846
149
$1.79M 0.06%
35,146
+19,592
150
$1.74M 0.06%
20,797
4 5
6
7 8