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
51
$8.79M 0.39%
74,340
+1,328
52
$8.7M 0.39%
930,585
-3,180
53
$8.03M 0.36%
823,412
+33,785
54
$7.59M 0.34%
42,606
+2,300
55
$7.43M 0.33%
21,633
+160
56
$7.27M 0.32%
82,980
+960
57
$7.14M 0.32%
73,527
+17,040
58
$7.12M 0.32%
144,976
-2,085
59
$7M 0.31%
648,262
-45,641
60
$6.73M 0.3%
47,607
+45,826
61
$6.35M 0.28%
83,926
-1,402
62
$5.94M 0.26%
455,200
+363,400
63
$5.68M 0.25%
268,053
-3,533
64
$5.67M 0.25%
26,637
-110
65
$5.63M 0.25%
371,214
-27,857
66
$5.51M 0.24%
48,430
+27,356
67
$5.47M 0.24%
961,395
-65,317
68
$5.26M 0.23%
195,060
-6,999
69
$5.22M 0.23%
15
70
$5.19M 0.23%
13,777
+2,704
71
$5.18M 0.23%
317,774
-39,445
72
$5.07M 0.22%
21,567
+3,213
73
$4.84M 0.21%
342,419
+3,242
74
$4.77M 0.21%
46,766
+3,915
75
$4.53M 0.2%
28,809
-393
1 2
3
4 5