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
AZN icon
51
AstraZeneca
AZN
$283B
$10.1M 0.37%
131,963
-4,516
IWP icon
52
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$9.58M 0.35%
67,305
-7,758
GOOGL icon
53
Alphabet (Google) Class A
GOOGL
$3.7T
$9.46M 0.35%
38,902
-427
APP icon
54
Applovin
APP
$229B
$8.23M 0.3%
11,457
+5,775
BN icon
55
Brookfield
BN
$101B
$8.15M 0.3%
178,329
-18,414
CME icon
56
CME Group
CME
$98.4B
$8.02M 0.3%
29,671
-3,954
AMAT icon
57
Applied Materials
AMAT
$206B
$7.96M 0.29%
38,871
-40,665
PLD icon
58
Prologis
PLD
$119B
$7.96M 0.29%
69,482
+5,499
SGOV icon
59
iShares 0-3 Month Treasury Bond ETF
SGOV
$66.7B
$7.9M 0.29%
78,425
-17,085
DIS icon
60
Walt Disney
DIS
$199B
$7.7M 0.28%
67,251
+3,495
LQD icon
61
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.8B
$7.21M 0.27%
64,702
-709
MEDP icon
62
Medpace
MEDP
$15.7B
$7.19M 0.27%
13,982
+4,897
SHYD icon
63
VanEck Short High Yield Muni ETF
SHYD
$380M
$6.85M 0.25%
299,030
+7,184
IVW icon
64
iShares S&P 500 Growth ETF
IVW
$65.9B
$6.82M 0.25%
56,489
+5,613
ASML icon
65
ASML
ASML
$418B
$6.64M 0.25%
6,855
-102
NOW icon
66
ServiceNow
NOW
$162B
$6.58M 0.24%
7,149
-794
VEEV icon
67
Veeva Systems
VEEV
$36B
$6.41M 0.24%
21,532
-3,028
MPWR icon
68
Monolithic Power Systems
MPWR
$45.6B
$6.35M 0.23%
6,899
-715
CTAS icon
69
Cintas
CTAS
$75.4B
$5.96M 0.22%
29,042
-4,082
ANET icon
70
Arista Networks
ANET
$159B
$5.96M 0.22%
40,890
-3,168
FTNT icon
71
Fortinet
FTNT
$61.3B
$5.89M 0.22%
69,994
-10,756
CVX icon
72
Chevron
CVX
$293B
$5.76M 0.21%
37,097
+6,038
V icon
73
Visa
V
$665B
$5.74M 0.21%
16,801
+94
XOM icon
74
Exxon Mobil
XOM
$484B
$5.73M 0.21%
50,796
-1,693
ACN icon
75
Accenture
ACN
$169B
$5.61M 0.21%
22,747
-4,518
1 2
3
4 5