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
1
$288M 14.12%
1,237,954
-10,353
2
$84.3M 4.13%
877,246
-26,294
3
$65.5M 3.21%
474,135
+4,274
4
$63.4M 3.1%
560,971
-1,662
5
$59.5M 2.92%
368,510
+157
6
$52.3M 2.56%
195,773
+3,296
7
$45.6M 2.23%
783,446
-21,252
8
$37.5M 1.84%
74,292
-11,236
9
$35.5M 1.74%
124,681
-679
10
$35.3M 1.73%
1,260,163
+2,853
11
$35.3M 1.73%
374,624
-32,279
12
$32.7M 1.6%
142,975
+6,119
13
$32.4M 1.59%
238,956
-115,059
14
$32.2M 1.58%
610,890
+419,531
15
$29.5M 1.45%
82,363
-6,187
16
$27.6M 1.35%
46,647
+2,526
17
$26.6M 1.3%
141,462
-44,712
18
$26.3M 1.29%
524,901
-435,593
19
$25.7M 1.26%
246,084
-1,959
20
$25.7M 1.26%
596,946
+132,347
21
$25.3M 1.24%
304,215
+1,555
22
$25.2M 1.23%
500,780
+4,405
23
$24.4M 1.2%
340,172
-3,117
24
$23.6M 1.15%
353,338
+26,785
25
$23.5M 1.15%
391,792
+168,911
1
2 3 4 5