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
126
$1.84M 0.09%
26,822
-25,176
127
$1.75M 0.09%
9,321
-2,263
128
$1.73M 0.08%
46,062
+4,145
129
$1.72M 0.08%
91,921
+67
130
$1.69M 0.08%
29,807
-245,794
131
$1.66M 0.08%
32,954
-15
132
$1.65M 0.08%
1,408
+18
133
$1.62M 0.08%
28,983
-357
134
$1.61M 0.08%
8,982
+66
135
$1.61M 0.08%
4,940
+975
136
$1.6M 0.08%
65,004
+539
137
$1.58M 0.08%
11,804
+206
138
$1.56M 0.08%
10,071
-17,549
139
$1.53M 0.07%
15,444
-3,162
140
$1.51M 0.07%
41,831
+1,700
141
$1.5M 0.07%
19,870
-36,139
142
$1.48M 0.07%
18,366
143
$1.45M 0.07%
33,083
-408
144
$1.44M 0.07%
21,675
+100
145
$1.41M 0.07%
104,134
-4,627
146
$1.41M 0.07%
3,645
+217
147
$1.35M 0.07%
17,221
+1,212
148
$1.33M 0.07%
4,136
+1,527
149
$1.3M 0.06%
4,016
+81
150
$1.29M 0.06%
13,289
+248
4 5
6
7 8