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
251
$366K 0.02%
12,382
252
$356K 0.02%
3,309
253
$348K 0.02%
31,104
254
$346K 0.02%
6,330
-7,030
255
$344K 0.02%
+6,514
256
$340K 0.02%
8,564
-25,646
257
$338K 0.02%
5,201
+125
258
$337K 0.02%
21,235
-3,907
259
$337K 0.02%
18,565
-11,500
260
$335K 0.02%
+3,517
261
$331K 0.02%
2,990
-479
262
$330K 0.02%
5,999
+19
263
$328K 0.02%
6,940
-974
264
$322K 0.02%
8,700
-6,988
265
$318K 0.02%
2,017
-19
266
$314K 0.02%
16,794
267
$314K 0.02%
+37,000
268
$312K 0.02%
1,841
+346
269
$311K 0.02%
2,262
+45
270
$310K 0.02%
19,314
+140
271
$307K 0.02%
+7,977
272
$306K 0.02%
6,013
-154
273
$305K 0.02%
2,009
274
$304K 0.02%
828
-245
275
$301K 0.02%
16,000
+50
9 10
11
12 13