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
301
$395K 0.02%
8,854
-126
302
$393K 0.02%
866
+216
303
$393K 0.02%
+1,977
304
$392K 0.02%
5,475
-1,096
305
$390K 0.02%
2,351
-74
306
$390K 0.02%
2,138
+740
307
$390K 0.02%
1,398
+246
308
$389K 0.02%
7,176
-2,215
309
$384K 0.02%
6,724
310
$383K 0.02%
6,188
-414
311
$380K 0.02%
6,231
-2,063
312
$380K 0.02%
+55,909
313
$375K 0.02%
1,752
-293
314
$373K 0.02%
1,518
+111
315
$369K 0.02%
+11,025
316
$362K 0.02%
+1,774
317
$361K 0.02%
3,295
-5,928
318
$350K 0.02%
1,042
-1,699
319
$349K 0.02%
5,744
-7,863
320
$343K 0.01%
30,131
321
$339K 0.01%
906
+117
322
$339K 0.01%
995
+202
323
$334K 0.01%
3,100
324
$330K 0.01%
18,055
-3,088
325
$326K 0.01%
882
+198
11 12
13
14 15