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
301
$269K 0.01%
12,511
-31
302
$268K 0.01%
919
-3
303
$268K 0.01%
4,216
+292
304
$268K 0.01%
+1,611
305
$266K 0.01%
1,759
+129
306
$261K 0.01%
6,960
-1,017
307
$259K 0.01%
3,907
+10
308
$256K 0.01%
+1,929
309
$255K 0.01%
4,250
-109
310
$253K 0.01%
3,249
+48
311
$253K 0.01%
+17,617
312
$248K 0.01%
14,296
+3,997
313
$248K 0.01%
2,418
+302
314
$246K 0.01%
4,323
-6,868
315
$245K 0.01%
+52,269
316
$244K 0.01%
5,000
317
$244K 0.01%
+1,156
318
$243K 0.01%
4,396
-56
319
$242K 0.01%
9,772
320
$241K 0.01%
4,020
321
$239K 0.01%
+4,709
322
$232K 0.01%
+3,747
323
$232K 0.01%
10,948
+150
324
$227K 0.01%
5,000
325
$227K 0.01%
1,266
+231
11 12
13
14 15