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
126
$2.21M 0.1%
143,378
-14,364
127
$2.21M 0.09%
8,948
-438
128
$2.17M 0.09%
65,611
+9,877
129
$2.12M 0.09%
126,446
-10,630
130
$2.06M 0.09%
154,624
-5,726
131
$2.02M 0.09%
126,000
+96,762
132
$1.99M 0.09%
38,568
+2,351
133
$1.99M 0.09%
155,881
-16,120
134
$1.98M 0.09%
31,025
-4,881
135
$1.98M 0.08%
218,450
-25,078
136
$1.97M 0.08%
40,801
-34,545
137
$1.96M 0.08%
145,386
-11,122
138
$1.88M 0.08%
22,460
+3,398
139
$1.87M 0.08%
13,232
-669
140
$1.87M 0.08%
61,176
-6,205
141
$1.83M 0.08%
18,366
-8,766
142
$1.82M 0.08%
79,752
-8,575
143
$1.82M 0.08%
16,786
+12,563
144
$1.81M 0.08%
32,507
-16,039
145
$1.78M 0.08%
49,300
-240
146
$1.78M 0.08%
3,748
+991
147
$1.78M 0.08%
15,336
-3,500
148
$1.74M 0.07%
15,620
-2,021
149
$1.7M 0.07%
6,663
-888
150
$1.69M 0.07%
24,534
-3,548
4 5
6
7 8