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
1
$166M 9.3%
1,239,966
+10,133
2
$148M 8.29%
767,350
+11,995
3
$68.9M 3.86%
1,529,821
+3,844
4
$67.5M 3.78%
1,249,680
+250,980
5
$58.5M 3.28%
274,437
-4,000
6
$53.3M 2.98%
381,659
-3,406
7
$44.1M 2.47%
426,591
-22,382
8
$43.2M 2.42%
456,520
+111,680
9
$38.5M 2.16%
987,325
+2,799
10
$33.1M 1.86%
806,186
-11,468
11
$32.6M 1.83%
291,627
+45,735
12
$28.9M 1.62%
109,284
+18,407
13
$28.5M 1.59%
292,393
-5,171
14
$23.6M 1.32%
169,669
-2,940
15
$22M 1.23%
46,896
+385
16
$21.8M 1.22%
135,365
+86,616
17
$21.5M 1.21%
274,085
-53,290
18
$21.4M 1.2%
1,247,421
+37,060
19
$20.4M 1.14%
201,869
+14,751
20
$19.2M 1.07%
93,712
-2,901
21
$17.9M 1%
77,639
-18,989
22
$17M 0.95%
691,725
+429,705
23
$16.9M 0.95%
162,639
-1,388
24
$16.6M 0.93%
95,433
-1,461
25
$16.4M 0.92%
641,319
-11,880
1
2 3 4 5