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
301
$248K 0.01%
19,074
-6,827
302
$247K 0.01%
10,877
-522,948
303
$245K 0.01%
+1,630
304
$243K 0.01%
4,452
-741
305
$242K 0.01%
5,901
-1,491
306
$240K 0.01%
10,798
+114
307
$239K 0.01%
12,261
+1,842
308
$234K 0.01%
4,026
-317
309
$233K 0.01%
1,791
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310
$226K 0.01%
4,020
+400
311
$226K 0.01%
4,453
+109
312
$222K 0.01%
+5,000
313
$220K 0.01%
2,040
314
$218K 0.01%
+3,174
315
$217K 0.01%
+550
316
$213K 0.01%
2,116
317
$213K 0.01%
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318
$211K 0.01%
5,000
319
$209K 0.01%
7,935
-2,666
320
$206K 0.01%
+1,035
321
$206K 0.01%
+13,830
322
$206K 0.01%
+2,659
323
$185K 0.01%
10,299
+21
324
$175K 0.01%
15,250
-10,150
325
$170K 0.01%
17,843
11 12
13
14 15