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
151
$1.3M 0.07%
15,115
+79
152
$1.28M 0.07%
104,266
+58,348
153
$1.28M 0.07%
67,734
-472
154
$1.26M 0.07%
26,726
+11,647
155
$1.25M 0.07%
59,883
-597
156
$1.24M 0.07%
28,125
-418,872
157
$1.23M 0.07%
20,040
+14,607
158
$1.19M 0.07%
35,216
+12,232
159
$1.18M 0.07%
46,200
160
$1.17M 0.07%
46,991
+1,158
161
$1.16M 0.06%
85,174
-9,846
162
$1.13M 0.06%
19,264
+9
163
$1.13M 0.06%
33,052
164
$1.1M 0.06%
104,558
-2,387
165
$1.1M 0.06%
19,737
+16,175
166
$1.1M 0.06%
53,423
+11
167
$1.07M 0.06%
6,410
+24
168
$1.06M 0.06%
53,260
+1,283
169
$1M 0.06%
108,946
-31
170
$965K 0.05%
16,890
-2,367
171
$961K 0.05%
54,785
-13,875
172
$952K 0.05%
8,548
+423
173
$939K 0.05%
15,264
-11,043
174
$922K 0.05%
35,239
+469
175
$908K 0.05%
41,842
-260
5 6
7
8 9