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
301
$381K 0.02%
4,412
+460
302
$380K 0.02%
6,602
+414
303
$377K 0.02%
21,143
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304
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558
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305
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$366K 0.02%
42,856
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307
$363K 0.02%
679
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$361K 0.02%
5,991
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309
$360K 0.02%
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$351K 0.02%
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311
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312
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313
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314
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1,407
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315
$343K 0.02%
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316
$342K 0.02%
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321
$329K 0.01%
6,115
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322
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+1,249
323
$328K 0.01%
4,697
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324
$327K 0.01%
21,265
325
$325K 0.01%
7,805
+565