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
26
$21.7M 0.93%
102,471
-233
27
$21.3M 0.91%
160,613
-9,610
28
$21.3M 0.91%
141,753
+1,880
29
$20.1M 0.86%
50,815
+4,238
30
$19.5M 0.84%
52,367
+4,779
31
$19.2M 0.83%
290,909
+1,211
32
$18.8M 0.81%
159,591
+8,850
33
$18.4M 0.79%
80,156
-2,878
34
$18.1M 0.78%
153,279
+9,467
35
$18.1M 0.77%
95,626
-1,410
36
$17.8M 0.76%
210,079
+7,371
37
$17.7M 0.76%
226,759
-5,505
38
$17.6M 0.75%
49,833
+36,056
39
$17.6M 0.75%
827,940
+38,705
40
$16.6M 0.71%
46,382
+4,051
41
$16.5M 0.71%
252,478
-79,257
42
$16.1M 0.69%
21,407
-10,846
43
$14M 0.6%
278,533
+10,659
44
$13.7M 0.59%
263,030
+19,570
45
$13.4M 0.57%
247,589
-151,503
46
$13.2M 0.57%
121,202
-22,272
47
$13.2M 0.56%
99,188
+22
48
$12.9M 0.55%
202,078
+167,552
49
$12.4M 0.53%
44,119
+42,870
50
$11.2M 0.48%
955,450
+19,915
1
2
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