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
401
$187K 0.01%
12,771
402
$181K 0.01%
11,502
-567
403
$161K 0.01%
14,208
-5,626
404
$154K 0.01%
20,106
-2,079
405
$152K 0.01%
11,065
406
$133K 0.01%
44,665
407
$102K ﹤0.01%
10,000
408
$99K ﹤0.01%
12,947
409
$75K ﹤0.01%
21,545
410
$69K ﹤0.01%
117,371
411
$47K ﹤0.01%
10,126
412
$20K ﹤0.01%
562
413
$16K ﹤0.01%
+33
414
– –
-1,073
415
– –
-3,662
416
– –
-2,878
417
– –
-1,626
418
– –
-3,204
419
– –
-10,814
420
– –
-4,118
421
– –
-42,856
422
– –
-8,221
423
– –
-2,791
424
– –
-1,026
425
– –
-10,144
14 15 16
17
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