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
$2.33B
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
1
$301M 12.92%
1,277,804
-2,561
2
$114M 4.9%
1,105,040
-20,860
3
$95.8M 4.11%
2,946,418
-52,443
4
$76.4M 3.28%
493,920
-2,020
5
$61.9M 2.65%
1,603,186
-14,228
6
$59.1M 2.53%
310,665
+13,991
7
$58.4M 2.51%
198,364
-528
8
$58M 2.49%
314,285
-51,590
9
$57.7M 2.47%
225,866
-574
10
$51.5M 2.21%
144,519
+9,854
11
$43.5M 1.87%
857,184
-140,518
12
$41.6M 1.78%
980,489
+29
13
$39.5M 1.69%
323,210
-96,601
14
$33.9M 1.45%
286,907
+81
15
$31.5M 1.35%
162,974
+6,562
16
$30.3M 1.3%
199,328
-9,307
17
$28.5M 1.22%
522,706
+38,160
18
$27.4M 1.18%
161,237
-8,801
19
$26.4M 1.13%
297,977
-17,557
20
$26M 1.11%
122,664
+8,556
21
$24.7M 1.06%
690,301
-18,288
22
$23.1M 0.99%
634,620
+76,976
23
$22.5M 0.97%
622,259
-8,314
24
$22.3M 0.96%
9,565
+441
25
$21.8M 0.94%
54,856
+2,083