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
51
$9.54M 0.35%
136,479
-29,718
52
$9.27M 0.34%
33,625
-6,592
53
$8.64M 0.32%
56,560
+7,805
54
$8.54M 0.32%
80,750
-226
55
$8.43M 0.31%
246,547
-67,260
56
$8.17M 0.3%
39,715
-620
57
$8.15M 0.3%
27,265
-5,771
58
$8.14M 0.3%
209,125
+188,155
59
$8.11M 0.3%
196,743
-26,616
60
$7.91M 0.29%
63,756
+1,741
61
$7.38M 0.27%
33,124
-794
62
$7.24M 0.27%
12,748
+503
63
$7.17M 0.27%
65,411
-1,937
64
$7.07M 0.26%
24,560
+28
65
$7.02M 0.26%
8,910
+223
66
$6.97M 0.26%
2,668
+43
67
$6.93M 0.26%
39,329
-1,729
68
$6.73M 0.25%
63,983
+5,029
69
$6.59M 0.24%
291,846
+148,935
70
$6.44M 0.24%
27,833
-493
71
$6.32M 0.23%
+227,881
72
$6.24M 0.23%
26,950
+925
73
$6.11M 0.23%
29,421
-1,663
74
$5.93M 0.22%
16,707
+1,930
75
$5.66M 0.21%
52,489
-1,873
1 2
3
4 5