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
101
$2.9M 0.12%
54,500
102
$2.9M 0.12%
11,951
+1,702
103
$2.89M 0.12%
54,100
-11,684
104
$2.84M 0.12%
20,942
-4,557
105
$2.81M 0.12%
7,957
+415
106
$2.76M 0.12%
102,156
-31,859
107
$2.74M 0.12%
107,764
-7,242
108
$2.65M 0.11%
77,000
109
$2.57M 0.11%
175,043
-25,931
110
$2.53M 0.11%
32,760
-5,198
111
$2.52M 0.11%
63,745
+6,856
112
$2.42M 0.1%
182,456
-18,906
113
$2.42M 0.1%
372,677
-39,320
114
$2.41M 0.1%
167,927
-16,789
115
$2.4M 0.1%
15,508
-623
116
$2.4M 0.1%
+119,820
117
$2.39M 0.1%
113,008
+39,602
118
$2.37M 0.1%
187,853
-33,768
119
$2.37M 0.1%
32,246
+13,461
120
$2.36M 0.1%
14,394
-2,051
121
$2.32M 0.1%
45,432
+25,041
122
$2.32M 0.1%
45,101
+2,171
123
$2.3M 0.1%
156,273
-14,012
124
$2.25M 0.1%
10,362
-16,275
125
$2.24M 0.1%
151,696
-15,584
3 4
5
6 7