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
51
$6.85M 0.54%
297,981
+62,185
52
$6.15M 0.49%
625,407
+18,281
53
$5.41M 0.43%
505,025
+124,039
54
$4.86M 0.39%
244,689
+69,239
55
$4.41M 0.35%
227,783
+31,273
56
$4.23M 0.34%
182,674
+117,192
57
$4.02M 0.32%
257,322
+16,120
58
$3.87M 0.31%
133,701
+7,775
59
$3.85M 0.31%
98,132
+70,705
60
$3.67M 0.29%
400,440
+55,152
61
$3.67M 0.29%
219,423
+91,877
62
$3.53M 0.28%
163,542
+8,577
63
$3.11M 0.25%
302,548
-35,369
64
$3.1M 0.25%
+213,712
65
$3.07M 0.24%
51,958
+12,061
66
$2.95M 0.23%
233,027
+40,343
67
$2.87M 0.23%
194,928
+123,276
68
$2.66M 0.21%
119,426
+85,764
69
$2.57M 0.2%
61,350
-450
70
$2.52M 0.2%
187,212
+33,591
71
$2.38M 0.19%
24,623
-6,024
72
$2.37M 0.19%
158,518
-9,406
73
$2.32M 0.18%
11,288
-4,114
74
$2.32M 0.18%
132,233
+18,247
75
$2.29M 0.18%
270,984
+77,470
1 2
3
4 5