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
$1.26B
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.4M
3
+$11.9M
4
LVLT
Level 3 Communications Inc
LVLT
+$11.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.6M

Top Sells

1
+$15.1M
2
+$13.5M
3
+$1.47M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.21M
5
GE icon
GE Aerospace
GE
+$907K

Sector Composition

1 Financials 13.95%
2 Technology 12.28%
3 Consumer Staples 12.19%
4 Healthcare 11.17%
5 Real Estate 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$230K 0.02%
3,023
-3,000
202
$222K 0.02%
5,850
+317
203
$216K 0.02%
+4,334
204
$212K 0.02%
2,188
-564
205
$212K 0.02%
16,740
-6,970
206
$212K 0.02%
2,350
207
$211K 0.02%
+1,325
208
$211K 0.02%
2,010
-295
209
$209K 0.02%
+3,640
210
$204K 0.02%
9,000
211
$201K 0.02%
+2,300
212
$201K 0.02%
2,105
+112
213
$200K 0.02%
22,161
+11,540
214
$189K 0.02%
12,593
-445
215
$184K 0.01%
25,000
216
$172K 0.01%
17,899
-9,425
217
$169K 0.01%
1,500
218
$169K 0.01%
25,126
219
$168K 0.01%
12,908
220
$166K 0.01%
15,611
221
$162K 0.01%
1,100
222
$156K 0.01%
909
223
$149K 0.01%
10,448
-55,053
224
$137K 0.01%
1,839
+6
225
$126K 0.01%
11,709
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9
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