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
$1.26B
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.4M
3
+$11.9M
4
LVLT
Level 3 Communications Inc
LVLT
+$11.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.6M

Top Sells

1
+$15.1M
2
+$13.5M
3
+$1.47M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.21M
5
GE icon
GE Aerospace
GE
+$907K

Sector Composition

1 Financials 13.95%
2 Technology 12.28%
3 Consumer Staples 12.19%
4 Healthcare 11.17%
5 Real Estate 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$110K 0.01%
+12,310
227
$106K 0.01%
55,675
228
$105K 0.01%
+2,856
229
$100K 0.01%
6,351
230
$98K 0.01%
5,000
+1,667
231
$86K 0.01%
4,158
+1,892
232
$80K 0.01%
46,000
233
$71K 0.01%
10,000
234
$70K 0.01%
7,102
235
$64K 0.01%
+10,775
236
$46K ﹤0.01%
311
+254
237
$46K ﹤0.01%
17,600
238
$45K ﹤0.01%
+1,200
239
$39K ﹤0.01%
117,371
240
$32K ﹤0.01%
1,000
241
– –
0
242
$20K ﹤0.01%
+10,835
243
$15K ﹤0.01%
14,000
244
$14K ﹤0.01%
18,985
245
$5K ﹤0.01%
10,000
246
– –
-6,115
247
– –
-2,428
248
– –
-5,670
249
– –
-6,666
250
– –
-2,749
7 8 9
10
11