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
351
$267K 0.01%
2,093
-390
352
$266K 0.01%
7,868
353
$258K 0.01%
+650
354
$254K 0.01%
1,701
-833
355
$253K 0.01%
+1,080
356
$250K 0.01%
20,603
-1,722
357
$248K 0.01%
+974
358
$247K 0.01%
12,326
-1,242
359
$245K 0.01%
2,462
-107
360
$244K 0.01%
2,535
+10
361
$239K 0.01%
+2,791
362
$238K 0.01%
11,885
-1,881
363
$236K 0.01%
+1,751
364
$230K 0.01%
2,478
+73
365
$228K 0.01%
+1,170
366
$228K 0.01%
1,688
+83
367
$227K 0.01%
17,697
368
$226K 0.01%
+1,073
369
$226K 0.01%
+5,661
370
$225K 0.01%
8,977
371
$224K 0.01%
+3,830
372
$224K 0.01%
30,103
373
$222K 0.01%
+1,026
374
$222K 0.01%
6,673
-16,925
375
$220K 0.01%
+1,121