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
251
$394K 0.02%
24,718
+5,404
252
$393K 0.02%
9,724
253
$385K 0.02%
11,267
+2,703
254
$384K 0.02%
12,155
+1,113
255
$381K 0.02%
9,326
-3,263
256
$378K 0.02%
16,160
257
$373K 0.02%
3,517
258
$372K 0.02%
5,065
+1,055
259
$371K 0.02%
+6,946
260
$370K 0.02%
16,000
261
$364K 0.02%
12,382
262
$362K 0.02%
+15,053
263
$361K 0.02%
4,785
-3,056
264
$360K 0.02%
6,017
+18
265
$360K 0.02%
3,309
266
$360K 0.02%
6,810
-130
267
$358K 0.02%
3,508
+546
268
$355K 0.02%
7,968
-31
269
$347K 0.02%
29,000
+9,926
270
$345K 0.02%
20,643
-592
271
$340K 0.02%
27,702
-2,152
272
$334K 0.02%
+25,556
273
$334K 0.02%
5,670
+469
274
$333K 0.02%
2,683
+413
275
$330K 0.02%
+6,322
9 10
11
12 13