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
151
$1.56M 0.07%
129,135
-31,282
152
$1.53M 0.07%
9,623
+766
153
$1.5M 0.07%
62,537
-9,869
154
$1.47M 0.07%
18,785
+560
155
$1.45M 0.06%
252,241
-272,024
156
$1.45M 0.06%
37,365
-13,244
157
$1.44M 0.06%
24,566
+3,573
158
$1.44M 0.06%
227,772
-64,883
159
$1.42M 0.06%
9,257
-429
160
$1.38M 0.06%
17,208
+220
161
$1.38M 0.06%
85,423
-11,062
162
$1.38M 0.06%
2,757
+1,270
163
$1.36M 0.06%
116,133
-15,288
164
$1.33M 0.06%
27,741
-5,130
165
$1.31M 0.06%
74,985
-8,332
166
$1.3M 0.06%
24,220
+4,765
167
$1.25M 0.06%
41,313
-6,081
168
$1.24M 0.06%
16,087
+2,535
169
$1.23M 0.05%
10,458
+2,100
170
$1.23M 0.05%
19,381
+6,984
171
$1.23M 0.05%
4,655
-4,804
172
$1.22M 0.05%
36,953
173
$1.19M 0.05%
10,989
+2,275
174
$1.19M 0.05%
40,802
-3,658
175
$1.18M 0.05%
10,814
-574
5 6
7
8 9