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
26
$22.2M 0.98%
139,873
+19,753
27
$20.9M 0.93%
399,092
+5,784
28
$20.3M 0.9%
9,124
+97
29
$19.8M 0.88%
52,773
+9,221
30
$19.8M 0.88%
289,698
+9,709
31
$18.9M 0.84%
202,708
+302
32
$17.8M 0.79%
557,644
+87,163
33
$17.6M 0.78%
331,735
+33,142
34
$17.5M 0.78%
83,034
+3,969
35
$17.4M 0.77%
46,577
+582
36
$16.7M 0.74%
47,588
+2,606
37
$16M 0.71%
789,235
+138,865
38
$15.9M 0.71%
97,036
-367
39
$15.7M 0.7%
143,812
+13,991
40
$15.3M 0.68%
143,474
+2,821
41
$14.7M 0.65%
150,741
+1,242
42
$13.6M 0.6%
42,331
+975
43
$13.5M 0.6%
232,264
-5,179
44
$13.2M 0.58%
243,460
+218,880
45
$13.2M 0.58%
267,874
-2,185
46
$11.7M 0.52%
421,676
-23,034
47
$11.7M 0.52%
935,535
+838,785
48
$10.7M 0.48%
170,610
-22,543
49
$9.97M 0.44%
43,350
+1,040
50
$9.37M 0.42%
99,166
+2,791