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
51
$10.9M 0.53%
225,278
+18,610
52
$10.8M 0.53%
436,690
+108,644
53
$10.2M 0.5%
61,791
+31,169
54
$8.85M 0.43%
33,031
-654
55
$8.35M 0.41%
86,627
-45,016
56
$8.29M 0.41%
+34,195
57
$7.82M 0.38%
152,640
+21,638
58
$7.57M 0.37%
42,628
-23,808
59
$7.54M 0.37%
291,900
+41,071
60
$7.18M 0.35%
15,211
-1,233
61
$6.92M 0.34%
127,594
+6,450
62
$6.71M 0.33%
20,436
-2,807
63
$6.67M 0.33%
228,905
+92,160
64
$6.66M 0.33%
152,289
-3,322
65
$6.6M 0.32%
47,077
+3,458
66
$6.52M 0.32%
68,125
-8,195
67
$6.36M 0.31%
626,859
-34,699
68
$6.05M 0.3%
151,384
-31,109
69
$6M 0.29%
74,310
-211,616
70
$5.93M 0.29%
213,266
+164,787
71
$5.86M 0.29%
35,889
+4,500
72
$5.84M 0.29%
456,020
-1,176,510
73
$5.52M 0.27%
12,154
-4,483
74
$5.4M 0.26%
29,835
-21,758
75
$5.18M 0.25%
102,601
+46,152
1 2
3
4 5