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
276
$328K 0.02%
17,319
+525
277
$325K 0.02%
2,750
+656
278
$325K 0.02%
+24,080
279
$320K 0.02%
+14,167
280
$318K 0.02%
5,730
-600
281
$312K 0.02%
2,224
-38
282
$311K 0.02%
6,550
283
$310K 0.02%
19,275
+5,445
284
$309K 0.02%
2,039
+22
285
$306K 0.02%
6,013
286
$306K 0.02%
23,979
287
$304K 0.02%
+2,600
288
$299K 0.02%
1,637
+194
289
$296K 0.02%
6,366
290
$293K 0.02%
18,024
-750
291
$288K 0.02%
+5,101
292
$283K 0.02%
6,066
-3
293
$279K 0.01%
13,318
-39,942
294
$277K 0.01%
+1,715
295
$277K 0.01%
+5,004
296
$276K 0.01%
4,500
+474
297
$274K 0.01%
1,970
+179
298
$273K 0.01%
4,951
+141
299
$273K 0.01%
7,757
+3,143
300
$270K 0.01%
14,896
-3,669
10 11
12
13 14