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
176
$886K 0.05%
33,381
-30,570
177
$886K 0.05%
5,237
+3,254
178
$876K 0.05%
106,570
-519
179
$875K 0.05%
4,736
+6
180
$842K 0.05%
25,628
-412
181
$835K 0.05%
4,473
-1,124
182
$809K 0.05%
11,124
+40
183
$796K 0.04%
4,580
+999
184
$792K 0.04%
2,179
+227
185
$784K 0.04%
8,605
-3,107
186
$783K 0.04%
7,734
+75
187
$777K 0.04%
6,787
+2,227
188
$774K 0.04%
4,623
+217
189
$771K 0.04%
15,559
+36
190
$752K 0.04%
9,306
-512
191
$739K 0.04%
59,492
-3,110
192
$698K 0.04%
5,789
-33
193
$693K 0.04%
12,166
-224
194
$686K 0.04%
16,123
+2,256
195
$683K 0.04%
11,191
+1,074
196
$679K 0.04%
6,001
197
$678K 0.04%
5,144
+105
198
$661K 0.04%
4,562
+1,604
199
$655K 0.04%
18,097
-287
200
$644K 0.04%
12,197
+676
6 7
8
9 10