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
101
$1.3M 0.1%
10,233
-7,124
102
$1.3M 0.1%
15,095
-156,189
103
$1.27M 0.1%
11,403
-911
104
$1.26M 0.1%
19,828
-23,214
105
$1.19M 0.09%
+44,982
106
$1.18M 0.09%
9,640
107
$1.15M 0.09%
188,810
+9,155
108
$1.15M 0.09%
38,441
-51
109
$1.12M 0.09%
15,750
+1,313
110
$1.11M 0.09%
+29,847
111
$1.09M 0.09%
+12,419
112
$1.07M 0.09%
30,811
+1,000
113
$1.06M 0.08%
15,822
-136
114
$1.06M 0.08%
6,904
115
$1.04M 0.08%
63,302
+7,194
116
$1.04M 0.08%
37,797
-13,693
117
$994K 0.08%
13,662
+666
118
$906K 0.07%
18,430
+850
119
$815K 0.06%
9,763
-330
120
$790K 0.06%
9,206
121
$765K 0.06%
38,870
-3,068
122
$741K 0.06%
+39,732
123
$732K 0.06%
36,375
-402
124
$729K 0.06%
27,158
-2,946
125
$728K 0.06%
27,597
-19,084
3 4
5
6 7