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
151
$1.67M 0.07%
43,208
+1,895
152
$1.65M 0.07%
+11,674
153
$1.63M 0.07%
5,594
+1,281
154
$1.59M 0.07%
101,574
-4,040
155
$1.57M 0.07%
4,247
-191
156
$1.56M 0.07%
6,289
-37,061
157
$1.55M 0.07%
118,979
-10,156
158
$1.52M 0.07%
32,695
-4,670
159
$1.52M 0.07%
11,797
+1,339
160
$1.51M 0.06%
28,645
+19
161
$1.45M 0.06%
8,447
-1,176
162
$1.43M 0.06%
199,482
-52,759
163
$1.42M 0.06%
7,724
-1,533
164
$1.41M 0.06%
24,229
-337
165
$1.41M 0.06%
10,595
-841
166
$1.4M 0.06%
215,236
-12,536
167
$1.39M 0.06%
54,597
-7,940
168
$1.39M 0.06%
16,442
-766
169
$1.38M 0.06%
9,627
+2,038
170
$1.38M 0.06%
26,870
+2,650
171
$1.35M 0.06%
+30,063
172
$1.35M 0.06%
52,600
+20,000
173
$1.31M 0.06%
36,953
174
$1.3M 0.06%
2,747
+1,590
175
$1.27M 0.05%
5,172
+1,236
5 6
7
8 9