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
$1.26B
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.4M
3
+$11.9M
4
LVLT
Level 3 Communications Inc
LVLT
+$11.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.6M

Top Sells

1
+$15.1M
2
+$13.5M
3
+$1.47M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.21M
5
GE icon
GE Aerospace
GE
+$907K

Sector Composition

1 Financials 13.95%
2 Technology 12.28%
3 Consumer Staples 12.19%
4 Healthcare 11.17%
5 Real Estate 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.5M 1.39%
183,695
+8,272
27
$16.6M 1.32%
79,538
+1,364
28
$16.5M 1.31%
277,607
+6,783
29
$15.3M 1.22%
283,576
+3,530
30
$14.6M 1.16%
276,777
+214,627
31
$14.5M 1.16%
557,700
+16,619
32
$14.5M 1.15%
525,979
+450,100
33
$14.4M 1.15%
+194,837
34
$13.6M 1.08%
131,777
+112
35
$13.5M 1.07%
174,102
+6,795
36
$13.5M 1.07%
344,858
-10,227
37
$13.5M 1.07%
253,878
+22,951
38
$13.2M 1.05%
95,476
+5,358
39
$13.2M 1.05%
654,029
+40,811
40
$12.7M 1.01%
388,763
+365,518
41
$11.8M 0.94%
264,551
+30,794
42
$11.5M 0.91%
367,112
+9,100
43
$10.5M 0.84%
981,186
+3,794
44
$9.41M 0.75%
476,199
+42,704
45
$9.25M 0.73%
920,076
+81,072
46
$8.4M 0.67%
41
+27
47
$7.74M 0.62%
144,353
+119,753
48
$7.68M 0.61%
891,930
-57,557
49
$7.29M 0.58%
249,397
+21,331
50
$6.99M 0.56%
59,718
-1,596
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