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
176
$1.41M 0.05%
46,121
-3,243
177
$1.39M 0.05%
37,080
+25,282
178
$1.37M 0.05%
56,249
-5,977
179
$1.35M 0.05%
25,422
-1,461
180
$1.34M 0.05%
25,720
-1,030
181
$1.33M 0.05%
9,473
-701
182
$1.32M 0.05%
52,771
-2,629
183
$1.3M 0.04%
3,651
+107
184
$1.28M 0.04%
6,193
+13
185
$1.26M 0.04%
218,534
-473,597
186
$1.26M 0.04%
65,641
-24,099
187
$1.23M 0.04%
20,508
+4,570
188
$1.15M 0.04%
5,130
+448
189
$1.13M 0.04%
13,179
-178
190
$1.13M 0.04%
23,328
+2,445
191
$1.11M 0.04%
25,056
-101
192
$1.11M 0.04%
50,751
+41,192
193
$1.11M 0.04%
109,770
-388,405
194
$1.07M 0.04%
+4,312
195
$1.06M 0.04%
4,579
+155
196
$1.06M 0.04%
67,621
-91,187
197
$1.03M 0.04%
3,525
+58
198
$1.03M 0.04%
100,000
+20,000
199
$1.02M 0.03%
4,894
+26
200
$1.01M 0.03%
3,667
+804
6 7
8
9 10