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FFA

First Foundation Advisors Portfolio holdings

AUM $2.48B
1-Year Est. Return 18.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.74%
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
+$24.7M
2
+$14M
3
+$13.3M
4
FWONA icon
Liberty Media Series A
FWONA
+$12.1M
5
CVX icon
Chevron
CVX
+$12M

Top Sells

1
+$61.5M
2
+$21.8M
3
+$19M
4
SONY icon
Sony
SONY
+$18.9M
5
META icon
Meta Platforms (Facebook)
META
+$18.6M

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
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-15,856
402
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-13,483
403
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404
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-1,508
405
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-4,990
406
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-15,620
407
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-10,444
408
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-2,759
409
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-13,003
410
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-6,111
411
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412
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414
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-6,926
415
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-36,440
416
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-9,915
417
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-28,850
418
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-6,032
419
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420
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-14,906
421
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422
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424
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-7,500
425
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