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
151
$1.17M 0.06%
103,225
+89,827
152
$1.16M 0.06%
53,434
+11
153
$1.13M 0.06%
22,315
-4,411
154
$1.12M 0.06%
33,052
155
$1.12M 0.06%
37,800
-8,400
156
$1.09M 0.06%
18,125
+1,235
157
$1.08M 0.06%
10,476
+1,871
158
$1.08M 0.06%
34,590
+8,962
159
$1.08M 0.06%
6,357
-53
160
$1.08M 0.06%
61,668
+6,883
161
$1.07M 0.06%
17,672
-2,065
162
$1.06M 0.06%
84,102
-241,364
163
$1.02M 0.05%
13,923
-6,117
164
$1M 0.05%
15,927
+6,111
165
$979K 0.05%
21,646
-6,479
166
$977K 0.05%
10,400
-9,295
167
$960K 0.05%
36,089
+873
168
$957K 0.05%
60,850
+24,763
169
$941K 0.05%
41,674
-168
170
$933K 0.05%
34,870
+26,590
171
$914K 0.05%
88,451
-16,107
172
$903K 0.05%
4,695
-41
173
$899K 0.05%
2,304
+125
174
$846K 0.05%
11,175
+51
175
$845K 0.05%
4,364
+955
5 6
7
8 9