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
176
$1.26M 0.05%
34,065
+9,370
177
$1.25M 0.05%
15,909
+3,633
178
$1.23M 0.05%
76,048
+35,480
179
$1.23M 0.05%
105,790
-10,343
180
$1.23M 0.05%
5,052
+1,783
181
$1.22M 0.05%
2,432
+542
182
$1.21M 0.05%
10,573
-416
183
$1.2M 0.05%
5,299
-3,063
184
$1.2M 0.05%
73,418
-12,005
185
$1.19M 0.05%
15,753
-334
186
$1.16M 0.05%
18,149
-1,232
187
$1.14M 0.05%
63,308
-11,677
188
$1.13M 0.05%
2,955
+538
189
$1.12M 0.05%
4,844
-1,162
190
$1.11M 0.05%
97,182
-7,542
191
$1.1M 0.05%
6,542
-804
192
$1.09M 0.05%
4,112
+133
193
$1.06M 0.05%
9,826
-740
194
$1.05M 0.05%
4,760
-212
195
$1.05M 0.04%
5,966
-391
196
$1.03M 0.04%
2,133
-116
197
$1.03M 0.04%
121,465
+61,465
198
$1.02M 0.04%
8,988
+2,426
199
$1.02M 0.04%
19,054
+12,425
200
$1.01M 0.04%
2,072
+636
6 7
8
9 10