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
376
$222K 0.01%
+22,000
377
$221K 0.01%
2,081
-381
378
$219K 0.01%
6,651
-22
379
$219K 0.01%
13,579
+36
380
$219K 0.01%
1,980
+140
381
$218K 0.01%
3,913
-1,755
382
$217K 0.01%
8,664
-313
383
$216K 0.01%
23,323
-6,882
384
$215K 0.01%
5,557
-21,563
385
$215K 0.01%
8,552
-166
386
$215K 0.01%
+1,234
387
$213K 0.01%
2,405
-73
388
$213K 0.01%
+2,014
389
$213K 0.01%
+21,500
390
$209K 0.01%
+2,100
391
$207K 0.01%
+1,395
392
$206K 0.01%
+10,659
393
$206K 0.01%
14,458
394
$205K 0.01%
1,050
-720
395
$205K 0.01%
3,734
-1,927
396
$203K 0.01%
14,228
397
$202K 0.01%
830
-35
398
$201K 0.01%
+4,756
399
$201K 0.01%
+2,897
400
$191K 0.01%
15,628
-136
14 15
16
17 18