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
76
$4.67M 0.2%
44,545
-2,370
77
$4.48M 0.19%
285,356
-32,418
78
$4.43M 0.19%
48,248
+6,503
79
$4.27M 0.18%
185,417
80
$4.24M 0.18%
11
-4
81
$4.18M 0.18%
169,614
-25,446
82
$4.18M 0.18%
403,966
-39,307
83
$4.02M 0.17%
269,629
-72,790
84
$4.02M 0.17%
25,117
+6,038
85
$3.9M 0.17%
60,269
-533
86
$3.66M 0.16%
201,778
-17,991
87
$3.52M 0.15%
75,930
+2,920
88
$3.49M 0.15%
176,751
-28,707
89
$3.46M 0.15%
49,948
-1,092
90
$3.44M 0.15%
228,812
-18,562
91
$3.44M 0.15%
15,555
-3,731
92
$3.4M 0.15%
150,404
-22,352
93
$3.39M 0.15%
254,240
-200,960
94
$3.29M 0.14%
51,062
+4,744
95
$3.25M 0.14%
45,139
+5,163
96
$3.18M 0.14%
9,968
+944
97
$3.15M 0.14%
14,053
+75
98
$3.05M 0.13%
75,012
+136
99
$2.95M 0.13%
80,684
-1,129
100
$2.93M 0.13%
31,964
-1,185
2 3
4
5 6