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
101
$2.86M 0.13%
33,149
+226
102
$2.83M 0.13%
9,024
+2,054
103
$2.82M 0.13%
74,876
-1,710
104
$2.82M 0.12%
65,934
+8,180
105
$2.78M 0.12%
221,621
-25,341
106
$2.76M 0.12%
39,976
+3,521
107
$2.76M 0.12%
201,362
-21,152
108
$2.7M 0.12%
37,958
-15,124
109
$2.69M 0.12%
+54,500
110
$2.63M 0.12%
184,716
-22,053
111
$2.61M 0.12%
16,445
-50
112
$2.55M 0.11%
170,285
-21,087
113
$2.52M 0.11%
411,997
-43,810
114
$2.49M 0.11%
157,742
-21,040
115
$2.48M 0.11%
7,542
+1,077
116
$2.47M 0.11%
167,280
-20,264
117
$2.44M 0.11%
+100,870
118
$2.4M 0.11%
10,249
+2,762
119
$2.38M 0.11%
16,131
+1,558
120
$2.28M 0.1%
77,000
121
$2.28M 0.1%
172,001
-25,703
122
$2.28M 0.1%
27,132
123
$2.23M 0.1%
28,082
-561
124
$2.18M 0.1%
137,076
-20,207
125
$2.18M 0.1%
160,350
-9,577
3 4
5
6 7