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
101
$2.77M 0.15%
220,537
+5,916
102
$2.5M 0.14%
220,893
-2,184
103
$2.46M 0.14%
30,063
+5,341
104
$2.44M 0.14%
197,028
+8,658
105
$2.37M 0.13%
11,394
+2,544
106
$2.36M 0.13%
28,179
-1,251
107
$2.35M 0.13%
41,312
+32,680
108
$2.33M 0.13%
61,178
-6
109
$2.29M 0.13%
32,727
+1,883
110
$2.22M 0.12%
36,665
+1,957
111
$2.22M 0.12%
8,403
+1,161
112
$2.18M 0.12%
+40,970
113
$2.1M 0.12%
35,475
+6,804
114
$2.06M 0.12%
23,521
+2,112
115
$2.05M 0.11%
81,932
+2,036
116
$2.03M 0.11%
17,960
-2,519
117
$2.01M 0.11%
21,714
-8,206
118
$2M 0.11%
17,047
+3,724
119
$1.94M 0.11%
146,681
-270
120
$1.92M 0.11%
47,775
-1,644
121
$1.89M 0.11%
34,033
+325
122
$1.88M 0.11%
9,059
+76
123
$1.87M 0.1%
26,212
124
$1.86M 0.1%
16,988
-912
125
$1.86M 0.1%
73,489
+2,176
3 4
5
6 7