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
151
$1.28M 0.06%
11,827
+492
152
$1.26M 0.06%
5,845
-831
153
$1.22M 0.06%
34,276
+29,002
154
$1.19M 0.06%
7,975
+4,033
155
$1.18M 0.06%
21,118
+7,587
156
$1.18M 0.06%
27,270
-2,904
157
$1.17M 0.06%
15,392
-27,874
158
$1.16M 0.06%
8,085
-11,060
159
$1.15M 0.06%
106,490
-28,338
160
$1.14M 0.06%
6,736
-585
161
$1.09M 0.05%
9,029
-2,459
162
$1.09M 0.05%
5,161
163
$1.08M 0.05%
30,202
164
$1.08M 0.05%
23,386
+25
165
$1.04M 0.05%
57,174
+1,655
166
$1.04M 0.05%
23,660
+11,705
167
$1.04M 0.05%
12,474
-4,468
168
$1.02M 0.05%
21,463
-34,230
169
$1M 0.05%
15,692
+552
170
$995K 0.05%
90,744
+24,728
171
$970K 0.05%
106,644
-23,096
172
$970K 0.05%
4,977
+586
173
$947K 0.05%
25,870
+6,850
174
$944K 0.05%
95,000
175
$937K 0.05%
10,742
-3,994
5 6
7
8 9