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
1
$76.3M 6.07%
1,729,006
+3,730
2
$64.6M 5.13%
4,431,800
+134,238
3
$60.8M 4.83%
1,496,776
-21,251
4
$42M 3.34%
308,687
+78,128
5
$34.1M 2.71%
349,973
-4,869
6
$30.5M 2.42%
262,649
+9,163
7
$29.5M 2.34%
524,674
-4,675
8
$27.5M 2.19%
284,032
-8,333
9
$27.4M 2.18%
227,084
+4,436
10
$27M 2.15%
848,763
+20,341
11
$26.6M 2.11%
331,455
+565
12
$26.5M 2.11%
631,999
+4,845
13
$26.4M 2.1%
656,243
+8,979
14
$25.2M 2.01%
221,175
+5,946
15
$25.1M 2%
3,241,013
+105,816
16
$24.5M 1.95%
277,803
+4,440
17
$23.1M 1.84%
66,859
-372
18
$21M 1.67%
270,595
+5,417
19
$20.5M 1.63%
419,385
+1,632
20
$20.1M 1.6%
386,593
+11,663
21
$19.4M 1.54%
471,099
+8,284
22
$19.2M 1.53%
307,261
+6,234
23
$19M 1.51%
316,842
+3,456
24
$18.9M 1.5%
121,366
-3,245
25
$18.2M 1.45%
551,576
+14,708
1
2 3 4 5