FFA

First Foundation Advisors Portfolio holdings

AUM $2.65B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$98.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$12.2M
3 +$10.9M
4
ORLY icon
O'Reilly Automotive
ORLY
+$10.9M
5
AMZN icon
Amazon
AMZN
+$10.4M

Top Sells

1 +$32.9M
2 +$19.7M
3 +$13.6M
4
BALL icon
Ball Corp
BALL
+$11.3M
5
RTX icon
RTX Corp
RTX
+$7.02M

Sector Composition

1 Communication Services 18.6%
2 Technology 13.5%
3 Financials 11.9%
4 Healthcare 8.7%
5 Consumer Discretionary 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$366K 0.02%
12,382
252
$356K 0.02%
3,309
253
$348K 0.02%
31,104
254
$346K 0.02%
6,330
-7,030
255
$344K 0.02%
+6,514
256
$340K 0.02%
8,564
-25,646
257
$338K 0.02%
5,201
+125
258
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21,235
-3,907
259
$337K 0.02%
18,565
-11,500
260
$335K 0.02%
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261
$331K 0.02%
2,990
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262
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5,999
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263
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6,940
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264
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8,700
-6,988
265
$318K 0.02%
2,017
-19
266
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16,794
267
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+37,000
268
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1,841
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2,262
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270
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19,314
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272
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6,013
-154
273
$305K 0.02%
2,009
274
$304K 0.02%
8,280
-2,450
275
$301K 0.02%
16,000
+50