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
276
$301K 0.02%
+3,729
277
$297K 0.02%
72,320
-31,720
278
$297K 0.02%
4,450
+1
279
$296K 0.02%
18,774
-5,065
280
$296K 0.02%
23,979
281
$295K 0.02%
2,962
282
$292K 0.02%
21,165
-858
283
$291K 0.02%
2,185
+200
284
$290K 0.02%
6,069
+31
285
$287K 0.02%
4,010
-136
286
$287K 0.02%
4,359
287
$281K 0.02%
6,550
288
$275K 0.02%
12,542
+31
289
$273K 0.02%
6,366
-1,736
290
$271K 0.02%
922
-59
291
$264K 0.01%
9,772
292
$263K 0.01%
2,270
+33
293
$262K 0.01%
1,443
+101
294
$258K 0.01%
2,094
+55
295
$253K 0.01%
4,810
+304
296
$252K 0.01%
+3,924
297
$251K 0.01%
5,586
-570
298
$251K 0.01%
+3,201
299
$249K 0.01%
16,246
+570
300
$249K 0.01%
3,897
+10
10 11
12
13 14