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
51
$10.5M 0.45%
784,973
-38,439
52
$9.87M 0.42%
156,208
+11,232
53
$9.35M 0.4%
46,873
+42,952
54
$8.24M 0.35%
925,646
-4,939
55
$8.05M 0.35%
57,254
+9,647
56
$7.91M 0.34%
76,700
-6,280
57
$7.58M 0.32%
20,798
-835
58
$7.41M 0.32%
308,780
-112,896
59
$7.34M 0.31%
167,077
+101,143
60
$7.33M 0.31%
118,059
-52,551
61
$7.2M 0.31%
63,235
-11,105
62
$7.09M 0.3%
+109,372
63
$7.04M 0.3%
31,623
+10,056
64
$7.02M 0.3%
42,744
+138
65
$6.65M 0.29%
84,086
+160
66
$6.58M 0.28%
644,364
-3,898
67
$6.41M 0.27%
53,854
+5,424
68
$5.91M 0.25%
63,519
-10,008
69
$5.42M 0.23%
53,160
+6,394
70
$5.39M 0.23%
71,608
+14,363
71
$5.26M 0.23%
354,325
-16,889
72
$5.03M 0.22%
16,462
+281
73
$4.93M 0.21%
30,015
+1,206
74
$4.78M 0.2%
839,493
-121,902
75
$4.74M 0.2%
212,850
-55,203
1 2
3
4 5