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
$2.71B
AUM Growth
+$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$4.15M
3
+$3.8M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.57M
5
DECK icon
Deckers Outdoor
DECK
+$3M

Top Sells

1
+$17.6M
2
+$12.4M
3
+$11.7M
4
MSFT icon
Microsoft
MSFT
+$10.6M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$9.96M

Sector Composition

1 Technology 30.41%
2 Financials 6.75%
3 Communication Services 5.66%
4 Consumer Discretionary 3.98%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
226
American Tower
AMT
$84.6B
$511K 0.02%
2,659
+720
XAR icon
227
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.49B
$511K 0.02%
2,175
+160
NAC icon
228
Nuveen California Quality Municipal Income Fund
NAC
$1.75B
$507K 0.02%
44,125
-23,977
DUHP icon
229
Dimensional US High Profitability ETF
DUHP
$10.2B
$506K 0.02%
13,388
XEL icon
230
Xcel Energy
XEL
$44.8B
$504K 0.02%
6,250
-409
VUG icon
231
Vanguard Growth ETF
VUG
$200B
$502K 0.02%
1,047
-90
MCK icon
232
McKesson
MCK
$100B
$494K 0.02%
640
PSI icon
233
Invesco Semiconductors ETF
PSI
$1.01B
$494K 0.02%
7,022
VT icon
234
Vanguard Total World Stock ETF
VT
$58.6B
$489K 0.02%
3,551
WMB icon
235
Williams Companies
WMB
$73B
$489K 0.02%
7,715
-312
SO icon
236
Southern Company
SO
$94.7B
$479K 0.02%
5,057
+1,743
TMO icon
237
Thermo Fisher Scientific
TMO
$215B
$472K 0.02%
974
-1,131
BF.B icon
238
Brown-Forman Class B
BF.B
$14.2B
$467K 0.02%
17,263
-93
ISRG icon
239
Intuitive Surgical
ISRG
$192B
$465K 0.02%
1,039
+242
RSG icon
240
Republic Services
RSG
$66.1B
$453K 0.02%
1,975
-40
GEV icon
241
GE Vernova
GEV
$185B
$451K 0.02%
734
+1
VYM icon
242
Vanguard High Dividend Yield ETF
VYM
$69B
$450K 0.02%
3,193
AGNC icon
243
AGNC Investment
AGNC
$11.1B
$450K 0.02%
45,946
SMLF icon
244
iShares US Small Cap Equity Factor ETF
SMLF
$2.83B
$448K 0.02%
6,021
SHOP icon
245
Shopify
SHOP
$208B
$446K 0.02%
3,000
-6
SRE icon
246
Sempra
SRE
$57.8B
$445K 0.02%
4,942
+4
MOH icon
247
Molina Healthcare
MOH
$8.66B
$443K 0.02%
2,315
+1
SCHD icon
248
Schwab US Dividend Equity ETF
SCHD
$71.8B
$433K 0.02%
15,878
+484
PSA icon
249
Public Storage
PSA
$48.2B
$428K 0.02%
1,482
-51
WFC icon
250
Wells Fargo
WFC
$292B
$413K 0.02%
4,927
+924
8 9
10
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