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
$1.79B
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.6M
3
+$10.6M
4
AMZN icon
Amazon
AMZN
+$10.6M
5
DD icon
DuPont de Nemours
DD
+$8.59M

Top Sells

1
+$34.8M
2
+$18.5M
3
+$12.7M
4
HAL icon
Halliburton
HAL
+$11.9M
5
RTX icon
RTX Corp
RTX
+$6.88M

Sector Composition

1 Communication Services 18.6%
2 Technology 13.5%
3 Financials 11.9%
4 Healthcare 8.7%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.2M 0.91%
260,983
-7,164
27
$15.9M 0.89%
79,312
-533
28
$15.1M 0.84%
200,877
+114,451
29
$14.9M 0.84%
168,819
+27,349
30
$14.9M 0.83%
212,311
-181,964
31
$14.8M 0.83%
7,902
+1,404
32
$14.5M 0.81%
1,235,824
+73,265
33
$14.5M 0.81%
1,383,400
+19,220
34
$14.3M 0.8%
627,669
-106,281
35
$14.1M 0.79%
350,431
-862,753
36
$13.5M 0.76%
273,120
+4,608
37
$13M 0.73%
170,920
-3,107
38
$12.8M 0.72%
156,618
-83,939
39
$12.3M 0.69%
800,414
+60,875
40
$12M 0.67%
40,788
+3,234
41
$11.9M 0.67%
236,863
+65,928
42
$11.9M 0.66%
324,191
-11,240
43
$11.6M 0.65%
39,554
+127
44
$11.4M 0.64%
309,821
+181,693
45
$11.3M 0.63%
974,563
-19,371
46
$10.9M 0.61%
554,092
+31,887
47
$10.7M 0.6%
93,318
-21,667
48
$10.2M 0.57%
36,245
+26,288
49
$10.2M 0.57%
117,421
-32,441
50
$9.78M 0.55%
844,142
+46,196
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