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
76
$3.95M 0.21%
81,469
+1,763
77
$3.93M 0.21%
176,453
+106,608
78
$3.92M 0.21%
122,636
-24,956
79
$3.9M 0.21%
23,283
+1,219
80
$3.87M 0.21%
61,076
-618
81
$3.85M 0.21%
266,182
+44,967
82
$3.7M 0.2%
75,405
-2,891
83
$3.52M 0.19%
57,439
+20,774
84
$3.31M 0.18%
243,278
-5,566
85
$3.19M 0.17%
237,116
+40,088
86
$3.14M 0.17%
151,436
+14,408
87
$3.12M 0.17%
20,282
+250
88
$2.96M 0.16%
41,861
-3,289
89
$2.89M 0.15%
+144,266
90
$2.81M 0.15%
12,114
+720
91
$2.81M 0.15%
41,905
-662
92
$2.81M 0.15%
17,184
+940
93
$2.8M 0.15%
204,360
+57,679
94
$2.64M 0.14%
111,743
+38,278
95
$2.64M 0.14%
446,971
-88,987
96
$2.59M 0.14%
29,635
-428
97
$2.58M 0.14%
179,265
+48,425
98
$2.55M 0.14%
47,767
+6,797
99
$2.5M 0.13%
52,428
-5,940
100
$2.48M 0.13%
42,995
+7,520
2 3
4
5 6