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
101
$2.47M 0.13%
163,072
+52,374
102
$2.44M 0.13%
219,869
-1,024
103
$2.42M 0.13%
8,393
-10
104
$2.4M 0.13%
27,129
-1,050
105
$2.38M 0.13%
61,369
+191
106
$2.37M 0.13%
184,822
+56,891
107
$2.37M 0.13%
39,520
+20,256
108
$2.36M 0.13%
77,584
+14,206
109
$2.31M 0.12%
33,435
+708
110
$2.3M 0.12%
159,801
+55,475
111
$2.29M 0.12%
176,516
+132,355
112
$2.25M 0.12%
24,173
+652
113
$2.19M 0.12%
17,564
+576
114
$2.18M 0.12%
53,434
+10,284
115
$2.12M 0.11%
33,739
-294
116
$2.03M 0.11%
5,325
+301
117
$1.96M 0.1%
123,934
118
$1.95M 0.1%
21,714
119
$1.95M 0.1%
76,251
-41,372
120
$1.94M 0.1%
67,744
-5,745
121
$1.92M 0.1%
18,723
+1,676
122
$1.87M 0.1%
26,212
123
$1.83M 0.1%
66,390
+8,030
124
$1.82M 0.1%
32,709
-8,603
125
$1.82M 0.1%
12,036
-100
3 4
5
6 7