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
51
$8.51M 0.48%
235,882
+52,304
52
$8.47M 0.47%
1,069,658
+6,814
53
$7.73M 0.43%
323,706
-32,210
54
$7.26M 0.41%
1,262,355
+6,352
55
$7.04M 0.39%
28,856
+5,494
56
$7.03M 0.39%
56,458
+15,058
57
$6.76M 0.38%
247,000
58
$6.6M 0.37%
654,316
-54,524
59
$6.18M 0.35%
100,605
-29,329
60
$6.18M 0.35%
72,443
+16,985
61
$5.91M 0.33%
65,551
+3,694
62
$5.8M 0.32%
68,892
+21,012
63
$5.42M 0.3%
20,145
-100
64
$5.28M 0.3%
364,528
-6,740
65
$5.12M 0.29%
149,085
-2,546
66
$5.01M 0.28%
91,502
-3,315
67
$4.88M 0.27%
491,942
+4,798
68
$4.81M 0.27%
3,525
+57
69
$4.69M 0.26%
147,592
-14,044
70
$4.65M 0.26%
26,652
+6,372
71
$4.6M 0.26%
53,010
+13,759
72
$4.46M 0.25%
14
-1
73
$4.37M 0.24%
492,134
-1,212
74
$4.35M 0.24%
79,706
+7,044
75
$4.33M 0.24%
387,608
+5,117
1 2
3
4 5