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
351
$94K 0.01%
21,545
352
$93K 0.01%
117,371
353
$85K ﹤0.01%
12,947
-1,334
354
$78K ﹤0.01%
10,000
355
$59K ﹤0.01%
2,940
356
$41K ﹤0.01%
1,072
357
$41K ﹤0.01%
18,000
358
$34K ﹤0.01%
17,010
+7,010
359
– –
-5,586
360
– –
-49,439
361
– –
-550
362
– –
-15,250
363
– –
-68,892
364
– –
-10,877
365
– –
-8,700
366
– –
-2,990
367
– –
-22,576
368
– –
-115,795
369
– –
-51,715
370
– –
-7,935
371
– –
-16,246
372
– –
-2,659
373
– –
-12,568
374
– –
-108,946
375
– –
-15,559
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15
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