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
$1.79B
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.6M
3
+$10.6M
4
AMZN icon
Amazon
AMZN
+$10.6M
5
DD icon
DuPont de Nemours
DD
+$8.59M

Top Sells

1
+$34.8M
2
+$18.5M
3
+$12.7M
4
HAL icon
Halliburton
HAL
+$11.9M
5
RTX icon
RTX Corp
RTX
+$6.88M

Sector Composition

1 Communication Services 18.6%
2 Technology 13.5%
3 Financials 11.9%
4 Healthcare 8.7%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$505K 0.03%
9,360
+208
227
$499K 0.03%
51,715
-14,444
228
$480K 0.03%
3,048
+155
229
$477K 0.03%
14,827
-363
230
$467K 0.03%
6,687
231
$467K 0.03%
+21,035
232
$463K 0.03%
+67,517
233
$458K 0.03%
+34,714
234
$458K 0.03%
30,591
235
$458K 0.03%
77,171
+29,487
236
$449K 0.03%
15,472
-23,739
237
$445K 0.02%
2,714
+5
238
$442K 0.02%
6,079
+116
239
$428K 0.02%
28,117
-1,550
240
$424K 0.02%
29,854
+18,452
241
$420K 0.02%
3,299
+442
242
$419K 0.02%
7,999
+83
243
$407K 0.02%
14,103
-1
244
$405K 0.02%
5,731
-18
245
$398K 0.02%
17,486
246
$394K 0.02%
9,724
247
$386K 0.02%
16,160
248
$382K 0.02%
+4,410
249
$377K 0.02%
3,535
+163
250
$370K 0.02%
11,042
-1,389
8 9
10
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