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
126
$2.17M 0.1%
56,889
+4,586
127
$2.17M 0.1%
9,386
-410
128
$2.14M 0.1%
42,930
-1,921
129
$2.13M 0.09%
156,508
-13,027
130
$2.11M 0.09%
243,528
-30,528
131
$2.07M 0.09%
18,836
-7,856
132
$2.06M 0.09%
13,901
+846
133
$2.03M 0.09%
17,641
+430
134
$2M 0.09%
48,546
-778
135
$1.99M 0.09%
35,906
-13,901
136
$1.95M 0.09%
8,362
+4,572
137
$1.92M 0.09%
88,327
+10,669
138
$1.78M 0.08%
55,734
+4,778
139
$1.74M 0.08%
19,062
+5,541
140
$1.73M 0.08%
67,381
+55,190
141
$1.72M 0.08%
34,526
+12,029
142
$1.7M 0.08%
18,044
+207
143
$1.62M 0.07%
73,406
+17,376
144
$1.62M 0.07%
36,217
+3,288
145
$1.62M 0.07%
11,436
+658
146
$1.62M 0.07%
7,551
+1,034
147
$1.61M 0.07%
+49,540
148
$1.58M 0.07%
105,614
149
$1.57M 0.07%
4,438
+27
150
$1.57M 0.07%
28,626
+498