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
326
$325K 0.01%
4,164
-771
327
$325K 0.01%
19,590
-6,347
328
$324K 0.01%
1,491
+321
329
$324K 0.01%
2,908
330
$323K 0.01%
887
331
$316K 0.01%
2,675
332
$315K 0.01%
+4,550
333
$315K 0.01%
4,123
-522
334
$311K 0.01%
3,464
+488
335
$305K 0.01%
3,111
-203
336
$304K 0.01%
4,006
-1,702
337
$296K 0.01%
3,399
-1,023
338
$296K 0.01%
19,562
-1,703
339
$296K 0.01%
2,093
340
$295K 0.01%
+11,736
341
$289K 0.01%
2,535
342
$289K 0.01%
17,119
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343
$288K 0.01%
1,162
-23
344
$286K 0.01%
713
-11
345
$286K 0.01%
8,314
+446
346
$285K 0.01%
20,225
-3,855
347
$285K 0.01%
8,897
-2,740
348
$285K 0.01%
1,712
+310
349
$281K 0.01%
+12,945
350
$280K 0.01%
2,072
-497
12 13
14
15 16