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
126
$717K 0.06%
23,585
-5,872
127
$707K 0.06%
18,928
-2,572
128
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68,409
-25,300
129
$695K 0.06%
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+168
130
$691K 0.05%
+57,015
131
$675K 0.05%
27,655
132
$665K 0.05%
13,552
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133
$656K 0.05%
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134
$654K 0.05%
9,645
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135
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8,722
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136
$617K 0.05%
14,000
-811
137
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+3,049
138
$605K 0.05%
12,989
-1,444
139
$586K 0.05%
18,118
140
$584K 0.05%
17,568
+11,812
141
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142
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143
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144
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12,974
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145
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4,437
146
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147
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10,970
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148
$526K 0.04%
8,034
-400
149
$517K 0.04%
4,603
-1,371
150
$506K 0.04%
+3,125
4 5
6
7 8