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
326
$169K 0.01%
4,614
-586
327
$167K 0.01%
14,151
328
$160K 0.01%
12,908
329
$156K 0.01%
11,728
+100
330
$148K 0.01%
+13,398
331
$127K 0.01%
3,117
332
$122K 0.01%
19,200
333
$104K 0.01%
12,568
334
$101K 0.01%
+4,036
335
$101K 0.01%
+117,371
336
$100K 0.01%
1,000
337
$99K 0.01%
21,545
+674
338
$97K 0.01%
15,126
339
$97K 0.01%
+10,000
340
$93K 0.01%
14,281
-16,666
341
$81K ﹤0.01%
10,000
342
$59K ﹤0.01%
2,940
343
$43K ﹤0.01%
18,000
344
$29K ﹤0.01%
+1,072
345
$21K ﹤0.01%
2,667
346
– –
-1,608
347
– –
-778
348
– –
-5,868
349
– –
-4,146
350
– –
-3,464
11 12 13
14
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