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
76
$4.27M 0.24%
337,371
+1,629
77
$4.18M 0.23%
325,466
+5,041
78
$4.17M 0.23%
61,694
-1,376
79
$4.06M 0.23%
270,548
-5,647
80
$4.03M 0.23%
78,296
-23,785
81
$3.75M 0.21%
69,220
-280
82
$3.72M 0.21%
72,982
-415
83
$3.69M 0.21%
22,064
+3
84
$3.46M 0.19%
45,150
-40
85
$3.28M 0.18%
188,091
-2,260
86
$3.23M 0.18%
22,576
-1,397
87
$3.23M 0.18%
248,844
-1,577
88
$3.13M 0.18%
535,958
+21,680
89
$3.12M 0.17%
131,584
+11,007
90
$3.12M 0.17%
258,932
-1,018
91
$3.11M 0.17%
221,215
+2,173
92
$3.07M 0.17%
225,102
-1,090
93
$2.94M 0.16%
+63,378
94
$2.93M 0.16%
117,623
+385
95
$2.88M 0.16%
+58,368
96
$2.87M 0.16%
137,028
+976
97
$2.84M 0.16%
42,567
-5,825
98
$2.83M 0.16%
+43,150
99
$2.83M 0.16%
20,032
+762
100
$2.8M 0.16%
16,244
-242
2 3
4
5 6