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
$1.87B
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
1
$175M 9.32%
1,256,078
+16,112
2
$139M 7.4%
777,965
+10,615
3
$79M 4.22%
1,296,340
+46,660
4
$78.5M 4.19%
+2,783,708
5
$76.7M 4.1%
1,569,003
+39,182
6
$60.6M 3.24%
291,509
+17,072
7
$49.1M 2.62%
376,857
-4,802
8
$41.3M 2.2%
475,480
+18,960
9
$37.5M 2%
980,525
-6,800
10
$37.4M 2%
312,145
-114,446
11
$32.9M 1.76%
121,143
+11,859
12
$31.4M 1.68%
289,032
-3,361
13
$28.1M 1.5%
823,625
+17,439
14
$24.4M 1.3%
222,048
+20,179
15
$23.9M 1.28%
203,021
-88,606
16
$21.6M 1.15%
1,184,971
-62,450
17
$21.4M 1.15%
143,587
+8,222
18
$21.4M 1.14%
48,057
+1,161
19
$21.3M 1.14%
77,800
+161
20
$20.8M 1.11%
273,955
-130
21
$19.7M 1.05%
94,916
+1,204
22
$19M 1.01%
714,135
+22,410
23
$18.9M 1.01%
146,297
-23,372
24
$18.5M 0.99%
650,501
+9,182
25
$17.4M 0.93%
101,046
+5,613
1
2 3 4 5