FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.33B
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12M
3
+$10.7M
4
DHR icon
Danaher
DHR
+$8.57M
5
RBLX icon
Roblox
RBLX
+$7.09M

Top Sells

1
+$11.8M
2
+$9.52M
3
+$9.22M
4
CMCSA icon
Comcast
CMCSA
+$8.2M
5
BLK icon
Blackrock
BLK
+$8.18M

Sector Composition

1 Technology 22.98%
2 Communication Services 13.48%
3 Financials 11.91%
4 Consumer Discretionary 11.2%
5 Healthcare 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$807K 0.03%
16,518
-6,000
227
$807K 0.03%
17,814
-9,927
228
$805K 0.03%
23,648
-1,919
229
$760K 0.03%
22,599
+7,161
230
$743K 0.03%
2,889
-66
231
$742K 0.03%
8,681
-9,363
232
$719K 0.03%
11,385
-5,901
233
$718K 0.03%
5,637
-1,303
234
$712K 0.03%
5,477
-2,366
235
$711K 0.03%
16,804
+2,615
236
$702K 0.03%
+65,500
237
$701K 0.03%
11,970
-1,697
238
$691K 0.03%
3,343
+1,585
239
$654K 0.03%
7,246
+29
240
$651K 0.03%
11,600
-1,312
241
$646K 0.03%
9,203
-1,663
242
$639K 0.03%
13,513
+176
243
$628K 0.03%
6,112
+1,192
244
$621K 0.03%
33,350
+26,969
245
$620K 0.03%
3,688
246
$603K 0.03%
1,876
+363
247
$597K 0.03%
2,499
+231
248
$596K 0.03%
9,557
+2,185
249
$591K 0.03%
24,247
-2,202
250
$590K 0.03%
51,934
-8,263
8 9
10
11 12