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
401
$138K 0.01%
+10,693
402
$137K 0.01%
22,185
+7,236
403
$137K 0.01%
10,144
-5,053
404
$107K ﹤0.01%
6,381
-10,846
405
$96K ﹤0.01%
10,000
406
$77K ﹤0.01%
117,371
407
$76K ﹤0.01%
21,545
408
$70K ﹤0.01%
12,947
409
$31K ﹤0.01%
10,126
410
$20K ﹤0.01%
562
411
– –
-13,359
412
– –
-104,048
413
– –
-12,382
414
– –
-66,934
415
– –
-23,060
416
– –
-11,771
417
– –
-1,428
418
– –
-24,000
419
– –
-1,454
420
– –
-4,035
421
– –
-20,368
422
– –
-13,859
423
– –
-2,017
424
– –
-2,539
425
– –
-14,532
14 15 16
17
18