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
176
$928K 0.05%
+9,668
177
$920K 0.05%
4,080
+9
178
$894K 0.04%
6,025
+1,146
179
$893K 0.04%
16,281
+1,997
180
$892K 0.04%
23,491
-954
181
$878K 0.04%
21,471
+2,008
182
$858K 0.04%
5,231
+102
183
$829K 0.04%
10,920
+3,140
184
$824K 0.04%
3,645
+574
185
$823K 0.04%
1,622
-59
186
$817K 0.04%
27,054
+3,681
187
$813K 0.04%
8,694
-18,222
188
$798K 0.04%
+9,881
189
$795K 0.04%
6,691
-33
190
$793K 0.04%
12,986
+179
191
$773K 0.04%
30,012
-1,548
192
$757K 0.04%
15,517
-1,000
193
$749K 0.04%
21,369
194
$748K 0.04%
24,654
-1,570
195
$732K 0.04%
88,698
+3,000
196
$722K 0.04%
18,764
-7,262
197
$716K 0.04%
8,315
-799
198
$703K 0.03%
+3,823
199
$697K 0.03%
15,451
-23,349
200
$695K 0.03%
32,684
-7,128
6 7
8
9 10