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
126
$1.86M 0.1%
130,840
+5,831
127
$1.83M 0.1%
5,024
-2,421
128
$1.77M 0.1%
123,934
-30,000
129
$1.74M 0.1%
86,976
+701
130
$1.72M 0.1%
49,439
-17,307
131
$1.72M 0.1%
+58,281
132
$1.71M 0.1%
73,465
+4,266
133
$1.68M 0.09%
58,360
134
$1.67M 0.09%
46,644
+554
135
$1.67M 0.09%
12,136
-1,643
136
$1.66M 0.09%
127,931
-6,548
137
$1.65M 0.09%
19,695
+592
138
$1.62M 0.09%
110,698
-4,155
139
$1.61M 0.09%
15,850
+124
140
$1.6M 0.09%
7,035
+38
141
$1.55M 0.09%
53,920
-3,340
142
$1.49M 0.08%
69,845
-8,437
143
$1.47M 0.08%
104,326
+2,102
144
$1.4M 0.08%
14,434
-5,507
145
$1.4M 0.08%
10,667
+166
146
$1.4M 0.08%
29,193
-8,255
147
$1.39M 0.08%
1,015
-11
148
$1.38M 0.08%
17,263
+1,457
149
$1.32M 0.07%
17,075
+4,023
150
$1.31M 0.07%
48,000
4 5
6
7 8