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
$2.04B
AUM Growth
-$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$12.1M
3
+$11.4M
4
CVX icon
Chevron
CVX
+$11.3M
5
FWONA icon
Liberty Media Series A
FWONA
+$10.9M

Top Sells

1
+$59.2M
2
+$21.8M
3
+$17.1M
4
META icon
Meta Platforms (Facebook)
META
+$15.6M
5
SONY icon
Sony
SONY
+$15.1M

Sector Composition

1 Technology 23.98%
2 Financials 10.88%
3 Communication Services 8.81%
4 Consumer Discretionary 8.42%
5 Healthcare 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$555K 0.03%
13,809
+825
227
$546K 0.03%
2,552
-51
228
$543K 0.03%
14,875
+12
229
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+2,976
230
$520K 0.03%
12,931
-6,157
231
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52,211
+140
232
$517K 0.03%
41,167
+36
233
$516K 0.03%
3,218
-2,740
234
$510K 0.03%
8,115
+111
235
$507K 0.02%
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-112
236
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6,983
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237
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4,108
238
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4,635
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239
$474K 0.02%
8,294
-5,736
240
$473K 0.02%
19,892
-3,102
241
$471K 0.02%
7,037
242
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3,288
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243
$465K 0.02%
12,565
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244
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6,246
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245
$455K 0.02%
33,081
+10,366
246
$454K 0.02%
20,254
-39,448
247
$445K 0.02%
27,019
-100
248
$436K 0.02%
5,687
+192
249
$436K 0.02%
3,394
+1,598
250
$424K 0.02%
5,361
+1,424
8 9
10
11 12