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
$2.04B
AUM Growth
-$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$12.1M
3
+$11.4M
4
CVX icon
Chevron
CVX
+$11.3M
5
FWONA icon
Liberty Media Series A
FWONA
+$10.9M

Top Sells

1
+$59.2M
2
+$21.8M
3
+$17.1M
4
META icon
Meta Platforms (Facebook)
META
+$15.6M
5
SONY icon
Sony
SONY
+$15.1M

Sector Composition

1 Technology 23.98%
2 Financials 10.88%
3 Communication Services 8.81%
4 Consumer Discretionary 8.42%
5 Healthcare 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$232K 0.01%
2,908
327
$231K 0.01%
1,235
-22
328
$231K 0.01%
6,498
-98
329
$228K 0.01%
2,925
+242
330
$226K 0.01%
+7,881
331
$224K 0.01%
+4,502
332
$223K 0.01%
928
-91
333
$223K 0.01%
4,214
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334
$222K 0.01%
+3,951
335
$222K 0.01%
27,463
336
$222K 0.01%
1,782
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337
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+9,825
338
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1,667
339
$215K 0.01%
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340
$213K 0.01%
19,842
341
$213K 0.01%
+1,291
342
$212K 0.01%
11,143
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343
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344
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345
$209K 0.01%
729
346
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+1,875
347
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2,228
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348
$206K 0.01%
8,123
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349
$205K 0.01%
4,007
-423
350
$205K 0.01%
3,210
-6,660
12 13
14
15 16