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
326
$223K 0.01%
+1,218
327
$222K 0.01%
+1,122
328
$220K 0.01%
+7,846
329
$217K 0.01%
5,719
-182
330
$217K 0.01%
+6,110
331
$214K 0.01%
8,681
-20,412
332
$213K 0.01%
+721
333
$212K 0.01%
+1,555
334
$209K 0.01%
+2,523
335
$203K 0.01%
46,560
-25,760
336
$193K 0.01%
12,800
-1,345
337
$188K 0.01%
13,771
+2,043
338
$176K 0.01%
17,843
339
$168K 0.01%
+13,455
340
$158K 0.01%
12,908
341
$155K 0.01%
13,580
-571
342
$150K 0.01%
13,553
-17,551
343
$140K 0.01%
+10,217
344
$130K 0.01%
19,200
345
$116K 0.01%
1,200
+200
346
$112K 0.01%
2,792
-325
347
$107K 0.01%
17,126
+2,000
348
$101K 0.01%
4,036
349
$100K 0.01%
17,267
-59,904
350
$95K 0.01%
+11,962
12 13
14
15 16