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
201
$691K 0.03%
19,800
+8,131
202
$688K 0.03%
9,178
+472
203
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+6,748
204
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3,276
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205
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22,421
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206
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207
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14,089
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208
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17,362
-6,220
209
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210
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211
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212
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213
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40,206
+1,311
214
$611K 0.03%
8,847
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215
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2,085
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216
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217
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7,604
218
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8,367
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219
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2,487
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220
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4,592
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221
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222
$581K 0.03%
1,236
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223
$573K 0.03%
12,540
+1,815
224
$559K 0.03%
14,519
+78
225
$556K 0.03%
5,228
+467
7 8
9
10 11