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
201
$641K 0.04%
4,706
+206
202
$629K 0.04%
9,423
+576
203
$629K 0.04%
+29,093
204
$628K 0.04%
3,409
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205
$625K 0.04%
16,962
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206
$610K 0.03%
12,431
207
$604K 0.03%
9,187
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208
$601K 0.03%
19,057
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209
$596K 0.03%
12,589
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210
$579K 0.03%
+35,735
211
$567K 0.03%
115,795
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212
$563K 0.03%
51,606
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213
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6,660
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214
$557K 0.03%
14,105
-13,575
215
$549K 0.03%
44,161
-9,841
216
$544K 0.03%
10,628
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217
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13,094
218
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12,752
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219
$536K 0.03%
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220
$535K 0.03%
9,816
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221
$534K 0.03%
36,087
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222
$529K 0.03%
7,841
-5,985
223
$528K 0.03%
6,835
+21
224
$521K 0.03%
30,775
+1
225
$517K 0.03%
5,526
+431
7 8
9
10 11