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
376
$70K ﹤0.01%
10,703
+121
377
$60K ﹤0.01%
16,625
378
$53K ﹤0.01%
10,000
379
$52K ﹤0.01%
+17,010
380
$49K ﹤0.01%
15,000
381
$48K ﹤0.01%
11,392
382
$47K ﹤0.01%
+16,640
383
$46K ﹤0.01%
117,371
384
$30K ﹤0.01%
10,126
385
– –
-10,444
386
– –
-2,759
387
– –
-13,003
388
– –
-4,349
389
– –
-1,448
390
– –
-1,338
391
– –
-9,368
392
– –
-6,111
393
– –
-2,224
394
– –
-1,181
395
– –
-20,550
396
– –
-6,926
397
– –
-4,080
398
– –
-36,440
399
– –
-9,915
400
– –
-28,850
14 15
16
17 18