FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$87.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$11.5M
3
+$9.53M
4
CRM icon
Salesforce
CRM
+$6.97M
5
COR icon
Cencora
COR
+$6.11M

Top Sells

1
+$13.7M
2
+$12.9M
3
+$10.4M
4
RSG icon
Republic Services
RSG
+$9.66M
5
COO icon
Cooper Companies
COO
+$5.8M

Sector Composition

1 Communication Services 17.49%
2 Technology 13.93%
3 Financials 11.52%
4 Consumer Discretionary 8.03%
5 Healthcare 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$508K 0.03%
3,185
+137
227
$506K 0.03%
6,687
228
$501K 0.03%
154,266
+50,000
229
$482K 0.03%
14,827
230
$482K 0.03%
30,591
231
$478K 0.03%
4,475
+65
232
$469K 0.03%
12,022
-2,083
233
$463K 0.02%
26,419
-4,356
234
$461K 0.02%
37,350
-183,187
235
$455K 0.02%
29,590
+1,473
236
$452K 0.02%
79,143
+11,626
237
$449K 0.02%
8,064
+1,550
238
$447K 0.02%
2,714
239
$438K 0.02%
15,016
-456
240
$438K 0.02%
39,772
-347,836
241
$437K 0.02%
5,963
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242
$435K 0.02%
+9,363
243
$426K 0.02%
29,797
+8,632
244
$424K 0.02%
3,304
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245
$424K 0.02%
21,536
+9,275
246
$418K 0.02%
3,926
+391
247
$411K 0.02%
34,258
-224,674
248
$405K 0.02%
5,456
+1,006
249
$397K 0.02%
3,144
-1,562
250
$395K 0.02%
17,486
8 9
10
11 12