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
351
$275K 0.01%
+5,700
352
$274K 0.01%
4,910
-1,456
353
$273K 0.01%
504
-175
354
$271K 0.01%
4,419
-243
355
$268K 0.01%
27,258
-2,845
356
$267K 0.01%
433
-125
357
$264K 0.01%
+1,855
358
$262K 0.01%
2,642
-602
359
$261K 0.01%
+1,294
360
$261K 0.01%
1,183
+62
361
$261K 0.01%
1,238
+158
362
$255K 0.01%
+1,882
363
$252K 0.01%
+780
364
$249K 0.01%
3,756
-616
365
$247K 0.01%
+1,875
366
$244K 0.01%
+3,293
367
$241K 0.01%
10,173
-1,712
368
$240K 0.01%
10,909
-23,100
369
$240K 0.01%
2,240
-36
370
$233K 0.01%
17,697
371
$232K 0.01%
+1,727
372
$225K 0.01%
3,587
-1,110
373
$225K 0.01%
17,979
-2,624
374
$225K 0.01%
+22,500
375
$223K 0.01%
1,023
-3
13 14
15
16 17