FFA

First Foundation Advisors Portfolio holdings

AUM $2.7B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
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
1
$285M 12.63%
1,280,365
+9,052
2
$109M 4.82%
2,998,861
+47,320
3
$98.6M 4.37%
1,125,900
-177,780
4
$80.8M 3.58%
495,940
+7,460
5
$66.3M 2.94%
365,875
-1,916
6
$61.1M 2.71%
1,617,414
-45,716
7
$55.7M 2.47%
419,811
+10,771
8
$54.3M 2.41%
198,892
-665,275
9
$52.5M 2.33%
226,440
-800
10
$50.7M 2.25%
997,702
+35,294
11
$48.1M 2.13%
134,665
+3,857
12
$47.6M 2.11%
296,674
+26,690
13
$41.6M 1.84%
980,460
-24,560
14
$33.6M 1.49%
286,826
+1,845
15
$28.6M 1.27%
170,038
+3,610
16
$28M 1.24%
156,412
+1,951
17
$26.5M 1.18%
208,635
+197
18
$26.1M 1.16%
315,534
-1,235
19
$25.9M 1.15%
170,223
+1,510
20
$25M 1.11%
114,108
+6,549
21
$24.7M 1.1%
484,546
-14,382
22
$23.5M 1.04%
708,589
-12,356
23
$23.3M 1.03%
32,253
-211
24
$23.2M 1.03%
630,573
-21,917
25
$22.9M 1.01%
102,704
+1,306
1
2 3 4 5