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
$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
26
$22.9M 1.12%
692,160
-12,618
27
$21.8M 1.07%
692,436
-1,876,424
28
$21.5M 1.05%
303,093
+113,632
29
$21.2M 1.04%
572,535
-18,368
30
$20.6M 1.01%
331,145
-6,980
31
$18.3M 0.9%
162,263
+746
32
$18.3M 0.89%
118,005
-32,974
33
$16.5M 0.81%
114,873
+78,628
34
$16.3M 0.8%
613,613
-9,972
35
$15.9M 0.78%
117,643
-8,522
36
$15.4M 0.76%
297,053
-783
37
$15.1M 0.74%
243,117
+122,860
38
$14.7M 0.72%
54,695
+17,831
39
$14.7M 0.72%
178,373
+137,744
40
$14.3M 0.7%
283,801
+216,353
41
$13.5M 0.66%
142,025
+8,708
42
$13.1M 0.64%
160,272
-112
43
$12.7M 0.62%
353,094
+39,072
44
$12.5M 0.61%
149,933
+145,026
45
$12.2M 0.6%
22,164
-99
46
$11.9M 0.58%
356,276
+107,954
47
$11.8M 0.58%
186,545
+829
48
$11.1M 0.54%
31,128
-1,139
49
$11M 0.54%
371,622
+333,946
50
$10.9M 0.53%
35,132
+2,718
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