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
351
$204K 0.01%
491
+49
352
$204K 0.01%
4,871
+35
353
$198K 0.01%
16,798
354
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22,386
-7,521
356
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25,000
357
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18,188
358
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18,611
-4,883
359
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14,328
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360
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361
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10,397
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363
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+14,615
364
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+11,018
365
$129K 0.01%
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366
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11,206
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367
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368
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369
$103K 0.01%
10,000
370
$100K ﹤0.01%
15,622
371
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21,000
-800
372
$90K ﹤0.01%
11,563
-45
373
$79K ﹤0.01%
+20,876
374
$78K ﹤0.01%
15,300
-10,300
375
$71K ﹤0.01%
21,545
13 14
15
16 17