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
76
$4.3M 0.19%
16,181
+1,001
77
$4.1M 0.18%
172,756
-7,625
78
$4.04M 0.18%
205,458
+12,735
79
$3.99M 0.18%
19,286
-88
80
$3.96M 0.18%
46,915
-4,555
81
$3.91M 0.17%
57,245
+35,834
82
$3.84M 0.17%
134,015
83
$3.71M 0.16%
75,346
-114
84
$3.71M 0.16%
247,374
-49,264
85
$3.64M 0.16%
219,769
+38,827
86
$3.58M 0.16%
443,273
-195,875
87
$3.56M 0.16%
65,784
-625
88
$3.55M 0.16%
25,499
+503
89
$3.54M 0.16%
41,745
+2,215
90
$3.54M 0.16%
60,802
+76
91
$3.43M 0.15%
14,139
-3,840
92
$3.4M 0.15%
19,079
-555
93
$3.33M 0.15%
185,417
-3
94
$3.2M 0.14%
73,010
+6,170
95
$3.16M 0.14%
51,040
+16,239
96
$3M 0.13%
13,978
-446
97
$2.98M 0.13%
81,813
-22,915
98
$2.96M 0.13%
200,974
-21,193
99
$2.95M 0.13%
115,006
-10,021
100
$2.87M 0.13%
46,318
+14,959
2 3
4
5 6