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
201
$907K 0.04%
3,816
-439
202
$901K 0.04%
3,450
+227
203
$866K 0.04%
15,644
+1,195
204
$864K 0.04%
2,249
+325
205
$859K 0.04%
11,543
-2,758
206
$854K 0.04%
+31,280
207
$836K 0.04%
20,391
+2,020
208
$835K 0.04%
6,940
+309
209
$812K 0.04%
7,476
-182
210
$811K 0.04%
13,607
-2,897
211
$799K 0.04%
13,667
+627
212
$799K 0.04%
82,129
+64,086
213
$790K 0.04%
+32,600
214
$788K 0.03%
3,269
+10
215
$778K 0.03%
2,741
-1,999
216
$772K 0.03%
3,921
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217
$768K 0.03%
+6,562
218
$767K 0.03%
2,205
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219
$762K 0.03%
16,130
-2,750
220
$758K 0.03%
39,285
-16,252
221
$757K 0.03%
65,137
+3,783
222
$754K 0.03%
25,567
+2,364
223
$749K 0.03%
2,955
+50
224
$742K 0.03%
3,098
+1,914
225
$734K 0.03%
+24,695