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
26
$22.2M 0.82%
952,878
-162,207
27
$22.1M 0.82%
353,713
-17,806
28
$21.9M 0.81%
217,299
-88,256
29
$21.3M 0.79%
228,488
-21,284
30
$20.5M 0.76%
112,802
-14,707
31
$19.3M 0.71%
211,248
-10,178
32
$19M 0.7%
119,079
+444
33
$17M 0.63%
23,005
+707
34
$16.8M 0.62%
403,498
-27,850
35
$16.1M 0.6%
53,637
-5,906
36
$16.1M 0.6%
88,482
+9,496
37
$15.9M 0.59%
424,370
-29,692
38
$15.3M 0.57%
15,455
+233
39
$15M 0.56%
319,672
-2,140
40
$15M 0.56%
343,803
-14,742
41
$14.8M 0.55%
154,794
-3,235
42
$14.6M 0.54%
79,536
-13,994
43
$13M 0.48%
96,161
-530
44
$12.3M 0.46%
330,790
+8,212
45
$12M 0.44%
150,904
-1,925
46
$11M 0.41%
17,840
-2,723
47
$10.4M 0.39%
75,063
+13,645
48
$10.4M 0.38%
46,667
+3,305
49
$10.2M 0.38%
55,846
+10,701
50
$9.62M 0.36%
95,510
-2,605
1
2
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