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
276
$467K 0.02%
+1,699
277
$466K 0.02%
31,412
-1,919
278
$461K 0.02%
44,870
-1,717
279
$457K 0.02%
3,230
-87
280
$456K 0.02%
3,042
-184
281
$455K 0.02%
30,591
282
$446K 0.02%
17,094
-6,386
283
$443K 0.02%
2,350
-144
284
$441K 0.02%
5,916
285
$436K 0.02%
1,167
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286
$433K 0.02%
+4,526
287
$431K 0.02%
+10,773
288
$431K 0.02%
2,735
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289
$430K 0.02%
7,511
-708
290
$420K 0.02%
+4,348
291
$420K 0.02%
18,516
292
$419K 0.02%
3,053
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293
$418K 0.02%
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294
$415K 0.02%
5,709
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295
$414K 0.02%
98,595
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296
$411K 0.02%
7,158
-647
297
$407K 0.02%
2,180
+452
298
$405K 0.02%
5,212
-336
299
$401K 0.02%
15,620
-85,250
300
$399K 0.02%
7,660
-1,890
10 11
12
13 14