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
151
$1.72M 0.06%
13,395
+1,592
152
$1.71M 0.06%
33,079
-4,436
153
$1.71M 0.06%
23,464
-284
154
$1.71M 0.06%
18,287
+561
155
$1.69M 0.06%
32,852
-182,257
156
$1.69M 0.06%
131,358
-73,897
157
$1.66M 0.06%
28,081
+528
158
$1.66M 0.06%
18,085
+10,004
159
$1.65M 0.06%
8,202
-109
160
$1.64M 0.06%
3,966
+129
161
$1.64M 0.06%
10,193
-62,186
162
$1.62M 0.06%
11,983
+376
163
$1.61M 0.06%
11,454
+179
164
$1.61M 0.06%
49,174
-7,451
165
$1.59M 0.05%
47,620
+30,000
166
$1.57M 0.05%
33,182
+428
167
$1.57M 0.05%
11,461
+45
168
$1.54M 0.05%
6,097
+119
169
$1.52M 0.05%
30,172
-3,082
170
$1.51M 0.05%
4,940
-543
171
$1.5M 0.05%
12,243
-42
172
$1.5M 0.05%
36,953
-15
173
$1.49M 0.05%
9,602
+2,076
174
$1.46M 0.05%
23,157
+14,981
175
$1.44M 0.05%
20,010
+890
5 6
7
8 9