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
$1.87B
AUM Growth
+$87.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$11.5M
3
+$9.53M
4
CRM icon
Salesforce
CRM
+$6.97M
5
COR icon
Cencora
COR
+$6.11M

Top Sells

1
+$13.7M
2
+$12.9M
3
+$10.4M
4
RSG icon
Republic Services
RSG
+$9.66M
5
COO icon
Cooper Companies
COO
+$5.8M

Sector Composition

1 Communication Services 17.49%
2 Technology 13.93%
3 Financials 11.52%
4 Consumer Discretionary 8.03%
5 Healthcare 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.2M 0.92%
240,915
+40,038
27
$17M 0.91%
8,642
+740
28
$16.9M 0.9%
161,330
-1,309
29
$16.2M 0.87%
1,370,830
-12,570
30
$15.8M 0.85%
282,812
+9,692
31
$15.8M 0.84%
263,229
+2,246
32
$15.7M 0.84%
164,764
-4,055
33
$15.4M 0.82%
79,308
-4
34
$15.4M 0.82%
210,991
-1,320
35
$15.2M 0.81%
628,876
+1,207
36
$14.8M 0.79%
336,136
-14,295
37
$13.8M 0.74%
954,584
+154,170
38
$13.7M 0.73%
46,121
+6,567
39
$13.5M 0.72%
320,665
-3,526
40
$13.4M 0.71%
763,620
+209,528
41
$13.3M 0.71%
174,391
+3,471
42
$12.4M 0.66%
41,445
+657
43
$12.1M 0.65%
972,269
-263,555
44
$12.1M 0.64%
146,618
+74,175
45
$11.8M 0.63%
218,097
+213,644
46
$11.6M 0.62%
89,673
-3,645
47
$10.5M 0.56%
92,767
+84,219
48
$9.8M 0.52%
310,668
+847
49
$9.64M 0.51%
274,699
+38,817
50
$9.56M 0.51%
214,998
-21,865
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