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
$2.26B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.5M
3
+$6.48M
4
NVDA icon
NVIDIA
NVDA
+$4.74M
5
LOW icon
Lowe's Companies
LOW
+$4.28M

Top Sells

1
+$182M
2
+$15.6M
3
+$4.38M
4
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$2.84M
5
SNAP icon
Snap
SNAP
+$2.72M

Sector Composition

1 Technology 22.8%
2 Communication Services 13.32%
3 Financials 12.03%
4 Consumer Discretionary 10.91%
5 Healthcare 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$559K 0.02%
+1,157
252
$534K 0.02%
10,347
-828
253
$529K 0.02%
7,031
+405
254
$527K 0.02%
7,681
-238
255
$526K 0.02%
33,598
-500
256
$525K 0.02%
+1,719
257
$519K 0.02%
10,687
+6,553
258
$517K 0.02%
3,979
+56
259
$510K 0.02%
+1,513
260
$509K 0.02%
2,268
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261
$503K 0.02%
33,331
262
$500K 0.02%
+14,189
263
$495K 0.02%
3,226
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264
$484K 0.02%
9,391
-1,052
265
$484K 0.02%
15,438
+3,452
266
$474K 0.02%
15,691
-1,536
267
$463K 0.02%
46,587
-4,842
268
$460K 0.02%
59,420
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269
$455K 0.02%
18,516
270
$453K 0.02%
+4,920
271
$452K 0.02%
+887
272
$450K 0.02%
+60,000
273
$450K 0.02%
2,975
+348
274
$449K 0.02%
112,841
-51,487
275
$446K 0.02%
2,694
+564
9 10
11
12 13