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
51
$9.47M 0.51%
874,000
+29,858
52
$9.27M 0.5%
38,627
+2,382
53
$8.84M 0.47%
995,633
+21,070
54
$7.27M 0.39%
48,962
+46,953
55
$7.26M 0.39%
685,021
+30,705
56
$7.11M 0.38%
86,974
+21,423
57
$6.79M 0.36%
57,241
+783
58
$6.78M 0.36%
247,000
59
$6.53M 0.35%
30,033
+1,177
60
$6.49M 0.35%
1,141,604
-120,751
61
$5.97M 0.32%
97,696
-2,909
62
$5.72M 0.31%
381,696
+17,168
63
$5.64M 0.3%
228,376
+96,792
64
$5.64M 0.3%
148,917
-168
65
$5.5M 0.29%
20,189
+44
66
$5.42M 0.29%
61,545
+8,535
67
$4.76M 0.25%
3,127
-398
68
$4.74M 0.25%
193,766
-129,940
69
$4.74M 0.25%
633,074
-436,584
70
$4.58M 0.24%
92,796
+1,294
71
$4.54M 0.24%
74,440
+5,220
72
$4.51M 0.24%
26,647
-5
73
$4.37M 0.23%
14
74
$4.17M 0.22%
295,309
+70,207
75
$3.99M 0.21%
73,276
+294
1 2
3
4 5