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
251
$421K 0.02%
1,438
-1
252
$411K 0.02%
2,320
-810
253
$410K 0.02%
2,834
-4,887
254
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-5
255
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256
$394K 0.02%
17,444
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257
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25,643
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258
$386K 0.02%
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259
$384K 0.02%
8,730
260
$380K 0.02%
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261
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262
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263
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22,846
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264
$373K 0.02%
41,446
265
$369K 0.02%
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266
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267
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268
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10,098
269
$359K 0.02%
76,123
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270
$356K 0.02%
16,026
271
$350K 0.02%
24,862
-66,516
272
$348K 0.02%
+1,496
273
$345K 0.02%
15,858
+4,215
274
$342K 0.02%
5,904
+1,404
275
$339K 0.02%
8,416
+2,205
9 10
11
12 13