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
251
$589K 0.03%
62,104
-4,333
252
$573K 0.02%
2,069
+350
253
$573K 0.02%
36,093
-17,828
254
$568K 0.02%
7,678
-3
255
$557K 0.02%
57,308
-24,821
256
$550K 0.02%
4,117
-295
257
$548K 0.02%
5,890
+1,100
258
$538K 0.02%
8,749
+2,758
259
$531K 0.02%
6,988
-43
260
$518K 0.02%
13,257
-2,434
261
$515K 0.02%
1,128
-875
262
$506K 0.02%
3,143
-1,017
263
$502K 0.02%
38,709
-5,191
264
$492K 0.02%
+32,737
265
$491K 0.02%
31,349
-2,249
266
$489K 0.02%
20,457
+1,842
267
$488K 0.02%
8,620
-1,727
268
$488K 0.02%
19,545
+4,652
269
$486K 0.02%
3,661
-318
270
$482K 0.02%
1,992
-78
271
$477K 0.02%
38,875
-26,262
272
$475K 0.02%
16,871
+1,570
273
$474K 0.02%
14,788
+3,299
274
$474K 0.02%
7,280
+70
275
$468K 0.02%
33,647
-1,843
9 10
11
12 13