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
201
$1.01M 0.04%
4,060
+962
202
$991K 0.04%
12,820
-1,393
203
$987K 0.04%
148,198
-20,561
204
$986K 0.04%
11,950
-108
205
$979K 0.04%
11,476
+3,284
206
$976K 0.04%
44,631
-1,268
207
$972K 0.04%
32,258
-8,544
208
$962K 0.04%
3,481
+31
209
$960K 0.04%
2,935
-1,720
210
$955K 0.04%
16,040
-90
211
$945K 0.04%
10,490
-1,053
212
$922K 0.04%
3,433
-383
213
$913K 0.04%
35,226
214
$908K 0.04%
2,962
+757
215
$900K 0.04%
5,937
+3,370
216
$885K 0.04%
35,299
-3,459
217
$870K 0.04%
31,280
218
$870K 0.04%
18,876
+2,765
219
$869K 0.04%
3,328
+813
220
$855K 0.04%
4,223
+55
221
$843K 0.04%
15,643
-1
222
$840K 0.04%
33,973
-5,312
223
$820K 0.04%
4,138
+409
224
$814K 0.03%
7,526
+50
225
$809K 0.03%
1,624
+485
7 8
9
10 11