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
126
$1.82M 0.1%
43,475
-4,300
127
$1.81M 0.1%
8,432
-627
128
$1.81M 0.1%
88,766
+21,032
129
$1.73M 0.09%
123,279
+38,105
130
$1.71M 0.09%
16,797
+947
131
$1.7M 0.09%
6,930
-105
132
$1.62M 0.09%
11,836
+1,169
133
$1.53M 0.08%
53,991
+71
134
$1.52M 0.08%
1,015
135
$1.5M 0.08%
57,674
-24,258
136
$1.5M 0.08%
53,588
-4,693
137
$1.49M 0.08%
13,322
-4,638
138
$1.48M 0.08%
59,356
+12,365
139
$1.43M 0.08%
15,441
+326
140
$1.4M 0.07%
70,346
-16,630
141
$1.38M 0.07%
66,701
+6,818
142
$1.36M 0.07%
79,384
-108,707
143
$1.33M 0.07%
48,000
144
$1.32M 0.07%
16,637
-438
145
$1.31M 0.07%
25,474
-3,719
146
$1.3M 0.07%
16,136
-1,127
147
$1.29M 0.07%
13,396
-1,038
148
$1.28M 0.07%
82,062
-188,486
149
$1.22M 0.07%
97,503
-239,868
150
$1.21M 0.06%
67,786
+32,051
4 5
6
7 8