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
76
$5.02M 0.25%
152,555
-189,570
77
$4.59M 0.22%
57,272
-754
78
$4.47M 0.22%
11
79
$4.31M 0.21%
54,229
-5
80
$4.25M 0.21%
349,970
-9,400
81
$4.01M 0.2%
14,532
-1,416
82
$3.94M 0.19%
14,843
-307
83
$3.82M 0.19%
61,963
-295
84
$3.82M 0.19%
3,172
+152
85
$3.69M 0.18%
83,100
+13,140
86
$3.49M 0.17%
79,052
-9,513
87
$3.47M 0.17%
178,840
-35,321
88
$3.42M 0.17%
14,834
+2,554
89
$3.4M 0.17%
75,267
-77
90
$3.35M 0.16%
38,425
+5,004
91
$3.17M 0.16%
36,762
+5,468
92
$3.1M 0.15%
19,713
+246
93
$3.1M 0.15%
76,794
-73,353
94
$2.93M 0.14%
34,795
-23,614
95
$2.92M 0.14%
15,555
-1,668
96
$2.9M 0.14%
35,438
+10,837
97
$2.85M 0.14%
1,733
-1,313
98
$2.84M 0.14%
22,505
-2,042
99
$2.83M 0.14%
+780,383
100
$2.73M 0.13%
28,132
+2,340
2 3
4
5 6