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
101
$2.65M 0.13%
9,640
+124
102
$2.64M 0.13%
77,000
103
$2.61M 0.13%
10,132
+5,704
104
$2.59M 0.13%
183,171
+1,233
105
$2.57M 0.13%
6,643
+97
106
$2.53M 0.12%
15,477
-1,528
107
$2.46M 0.12%
147,192
+3,201
108
$2.46M 0.12%
8,041
-1,491
109
$2.4M 0.12%
32,226
+3,327
110
$2.34M 0.11%
8,764
+244
111
$2.22M 0.11%
10,267
+216
112
$2.21M 0.11%
52,294
+18,027
113
$2.19M 0.11%
1,397
+356
114
$2.19M 0.11%
46,248
115
$2.17M 0.11%
15,541
+5,707
116
$2.16M 0.11%
7,738
+917
117
$2.06M 0.1%
103,144
+1,080
118
$1.99M 0.1%
49,807
-364
119
$1.95M 0.1%
62,189
+18,536
120
$1.94M 0.1%
147,371
+2,898
121
$1.91M 0.09%
23,464
+20,058
122
$1.89M 0.09%
28,623
-16,280
123
$1.85M 0.09%
11,077
+1,196
124
$1.84M 0.09%
37,532
-16,383
125
$1.84M 0.09%
4,882
+104
3 4
5
6 7