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
$2.7B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.01M
3
+$3.33M
4
NVO icon
Novo Nordisk
NVO
+$2.74M
5
MEDP icon
Medpace
MEDP
+$2.73M

Top Sells

1
+$16.8M
2
+$8.68M
3
+$5.92M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.99M
5
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$3.78M

Sector Composition

1 Technology 29.42%
2 Financials 7.13%
3 Communication Services 4.68%
4 Consumer Discretionary 4.37%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$338K 0.01%
3,428
-767
277
$336K 0.01%
24,928
-4,651
278
$336K 0.01%
6,868
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279
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280
$330K 0.01%
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281
$327K 0.01%
1,657
282
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5,870
283
$321K 0.01%
+4,003
284
$314K 0.01%
7,478
285
$312K 0.01%
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286
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287
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3,650
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288
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289
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290
$294K 0.01%
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291
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665
292
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294
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295
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6,591
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296
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297
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52,994
-14,396
298
$256K 0.01%
5,388
+49
299
$255K 0.01%
+714
300
$253K 0.01%
+4,790
10 11
12
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