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
151
$496K 0.04%
3,671
-617
152
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153
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154
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155
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157
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158
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159
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160
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161
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29,333
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163
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164
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165
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166
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169
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171
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172
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173
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174
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$358K 0.03%
+17,675
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