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
276
$445K 0.02%
4,790
+1,462
277
$444K 0.02%
8,219
+1,233
278
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29,238
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$442K 0.02%
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+396
280
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35,490
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281
$439K 0.02%
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282
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283
$437K 0.02%
30,591
284
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285
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5,708
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286
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287
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288
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15,301
289
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15,612
-8,305
290
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294
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295
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11,797
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296
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11,489
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$383K 0.02%
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300
$383K 0.02%
5,548
+172