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
76
$2.28M 0.18%
48,360
-3,654
77
$2.25M 0.18%
148,301
+30,170
78
$2.19M 0.17%
77,519
+14,744
79
$2.15M 0.17%
159,216
+46,000
80
$2.11M 0.17%
24,127
81
$2.09M 0.17%
25,079
-2,802
82
$1.96M 0.16%
141,407
+35,164
83
$1.94M 0.15%
19,466
-102
84
$1.87M 0.15%
34,394
+18,157
85
$1.86M 0.15%
19,535
-517
86
$1.83M 0.15%
119,463
+3,923
87
$1.78M 0.14%
55,506
+1,378
88
$1.66M 0.13%
44,700
+10,045
89
$1.6M 0.13%
70,108
+13,000
90
$1.6M 0.13%
60,580
91
$1.59M 0.13%
116,170
+82,480
92
$1.59M 0.13%
+213,150
93
$1.58M 0.13%
30,749
94
$1.51M 0.12%
16,134
+2,297
95
$1.49M 0.12%
22,436
+499
96
$1.46M 0.12%
192,937
+113,826
97
$1.43M 0.11%
+42,357
98
$1.35M 0.11%
124,588
+1,492
99
$1.34M 0.11%
17,191
-1,743
100
$1.32M 0.11%
+30,400
2 3
4
5 6