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
$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
401
– –
-10,444
402
– –
-2,759
403
– –
-13,003
404
– –
-4,349
405
– –
-1,448
406
– –
-1,338
407
– –
-9,368
408
– –
-6,111
409
– –
-2,224
410
– –
-1,181
411
– –
-20,550
412
– –
-6,926
413
– –
-4,080
414
– –
-36,440
415
– –
-9,915
416
– –
-28,850
417
– –
-16,847
418
– –
-6,558
419
– –
-6,032
420
– –
-1,291
421
– –
-10,447
422
– –
-14,906
423
– –
-2,304
424
– –
-2,235
425
– –
-2,729
14 15 16
17
18