FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.87B
AUM Growth
+$87.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$11.5M
3
+$9.53M
4
CRM icon
Salesforce
CRM
+$6.97M
5
COR icon
Cencora
COR
+$6.11M

Top Sells

1
+$13.7M
2
+$12.9M
3
+$10.4M
4
RSG icon
Republic Services
RSG
+$9.66M
5
COO icon
Cooper Companies
COO
+$5.8M

Sector Composition

1 Communication Services 17.49%
2 Technology 13.93%
3 Financials 11.52%
4 Consumer Discretionary 8.03%
5 Healthcare 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$666K 0.04%
9,955
+532
202
$663K 0.04%
6,474
+948
203
$661K 0.04%
65,819
-426,123
204
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13,331
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205
$647K 0.03%
6,001
206
$630K 0.03%
15,639
-484
207
$625K 0.03%
11,356
-810
208
$622K 0.03%
15,466
-2,631
209
$613K 0.03%
74,296
+37,296
210
$612K 0.03%
13,094
211
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5,906
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212
$609K 0.03%
16,599
-30,045
213
$599K 0.03%
4,361
-201
214
$588K 0.03%
6,730
-2,576
215
$586K 0.03%
7,235
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216
$586K 0.03%
23,279
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217
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6,940
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218
$552K 0.03%
6,421
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219
$536K 0.03%
6,616
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220
$522K 0.03%
3,761
+1,576
221
$522K 0.03%
3,223
-2,014
222
$520K 0.03%
18,209
+4,106
223
$513K 0.03%
5,924
-111,497
224
$512K 0.03%
9,263
-97
225
$509K 0.03%
6,409
+678
7 8
9
10 11