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
176
$1.15M 0.05%
4,313
+2,052
177
$1.13M 0.05%
10,566
+269
178
$1.12M 0.05%
104,724
+90
179
$1.09M 0.05%
6,006
+184
180
$1.09M 0.05%
7,346
-3,063
181
$1.08M 0.05%
7,843
-1,894
182
$1.07M 0.05%
45,899
+12
183
$1.07M 0.05%
3,936
+2,019
184
$1.07M 0.05%
17,286
+312
185
$1.04M 0.05%
9,223
186
$1.04M 0.05%
1,890
+1,225
187
$1.03M 0.05%
4,972
+1,679
188
$1.02M 0.05%
27,120
+308
189
$1.02M 0.05%
14,213
-1,659
190
$1M 0.04%
12,058
+1,059
191
$1M 0.04%
7,589
+3,769
192
$998K 0.04%
3,979
-180
193
$970K 0.04%
168,759
-105,697
194
$969K 0.04%
38,758
-8,586
195
$947K 0.04%
6,357
-2,003
196
$933K 0.04%
2,003
+84
197
$927K 0.04%
4,168
+1,123
198
$918K 0.04%
2,417
+1,492
199
$912K 0.04%
22,518
+18
200
$912K 0.04%
12,276
+6,416