FFA

First Foundation Advisors Portfolio holdings

AUM $2.48B
1-Year Est. Return 18.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.74%
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 +$12.8M
2 +$3.84M
3 +$3.55M
4
DECK icon
Deckers Outdoor
DECK
+$3.23M
5
APP icon
Applovin
APP
+$2.66M

Top Sells

1 +$17.4M
2 +$11.4M
3 +$10.7M
4
MSFT icon
Microsoft
MSFT
+$10.5M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$9.77M

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
26
$19.8M 0.73%
346,927
-174,591
27
$18.7M 0.69%
196,247
-15,001
28
$18.7M 0.69%
186,088
-175,459
29
$17.6M 0.65%
108,807
-3,995
30
$17.4M 0.64%
61,986
+50,348
31
$16.7M 0.62%
100,348
-18,731
32
$16.1M 0.6%
84,924
-3,558
33
$16.1M 0.59%
192,555
-24,744
34
$15.8M 0.58%
21,499
-1,506
35
$15.5M 0.57%
316,174
-3,498
36
$15.3M 0.57%
365,702
-58,668
37
$15M 0.55%
360,804
-42,694
38
$14.8M 0.55%
362,608
+31,818
39
$14.8M 0.55%
333,376
-10,427
40
$14.4M 0.53%
45,975
-7,662
41
$13.6M 0.5%
93,093
-3,068
42
$13.5M 0.5%
14,536
-919
43
$12.7M 0.47%
131,578
-23,216
44
$11.1M 0.41%
463,832
-489,046
45
$11.1M 0.41%
43,992
-2,675
46
$10.9M 0.4%
145,953
-4,951
47
$10.8M 0.4%
16,187
-1,653
48
$10.5M 0.39%
53,868
-1,978
49
$10.3M 0.38%
55,797
-763
50
$10.2M 0.38%
260,958
+51,833