We are live on ! Find out more
FFA

First Foundation Advisors Portfolio holdings

AUM $2.78B
1-Year Est. Return 23.76%
This Fund
S&P 500
This Quarter Est. Return
+7.86%
1 Year Est. Return
+23.76%
3 Year Est. Return
+70.36%
5 Year Est. Return
+87.37%
10 Year Est. Return
+304.16%
AUM
$2.71B
AUM Growth
+$7.06M
Cap. Flow
-$164M
Cap. Flow %
-6.06%
Top 10 Hldgs %
49.44%
Holding
352
New
22
Increased
98
Reduced
158
Closed
18

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$12.8M
2
EPD icon
Enterprise Products Partners
EPD
+$3.84M
3
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.55M
4
DECK icon
Deckers Outdoor
DECK
+$3.23M
5
APP icon
Applovin
APP
+$2.66M

Top Sells

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$17.4M
2
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$11.4M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$10.7M
4
MSFT icon
Microsoft
MSFT
+$10.5M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$9.77M

Sector Composition

Rank Sector Weight
1 Miscellaneous 43.22%
2 Technology 30.41%
3 Financials 6.75%
4 Communication Services 5.66%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AZN icon
51
AstraZeneca
AZN
$252B
$10.1M 0.37%
65,982
-2,258
-3% -$342K
IWP icon
52
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$9.58M 0.35%
67,305
-7,758
-10% -$1.1M
GOOGL icon
53
Alphabet (Google) Class A
GOOGL
$4.24T
$9.46M 0.35%
38,902
-427
-1% -$89.4K
APP icon
54
Applovin
APP
$106B
$8.23M 0.3%
11,457
+5,775
+102% +$2.66M
BN icon
55
Brookfield
BN
$92.3B
$8.15M 0.3%
178,329
-18,414
-9% -$816K
CME icon
56
CME Group
CME
$103B
$8.02M 0.3%
29,671
-3,954
-12% -$1.08M
AMAT icon
57
Applied Materials
AMAT
$366B
$7.96M 0.29%
38,871
-40,665
-51% -$7.38M
PLD icon
58
Prologis
PLD
$134B
$7.96M 0.29%
69,482
+5,499
+9% +$605K
SGOV icon
59
iShares 0-3 Month Treasury Bond ETF
SGOV
$104B
$7.9M 0.29%
78,425
-17,085
-18% -$1.72M
DIS icon
60
Walt Disney
DIS
$187B
$7.7M 0.28%
67,251
+3,495
+5% +$412K
LQD icon
61
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
$7.21M 0.27%
64,702
-709
-1% -$77.9K
MEDP icon
62
Medpace
MEDP
$16.8B
$7.19M 0.27%
13,982
+4,897
+54% +$2.14M
SHYD icon
63
VanEck Short High Yield Muni ETF
SHYD
$458M
$6.85M 0.25%
299,030
+7,184
+2% +$163K
IVW icon
64
iShares S&P 500 Growth ETF
IVW
$76.8B
$6.82M 0.25%
56,489
+5,613
+11% +$646K
ASML icon
65
ASML
ASML
$651B
$6.64M 0.25%
6,855
-102
-1% -$80.2K
NOW icon
66
ServiceNow
NOW
$150B
$6.58M 0.24%
35,745
-3,970
-10% -$742K
VEEV icon
67
Veeva Systems
VEEV
$44.8B
$6.41M 0.24%
21,532
-3,028
-12% -$852K
MPWR icon
68
Monolithic Power Systems
MPWR
$61.7B
$6.35M 0.23%
6,899
-715
-9% -$580K
CTAS icon
69
Cintas
CTAS
$81.7B
$5.96M 0.22%
29,042
-4,082
-12% -$872K
ANET icon
70
Arista Networks
ANET
$246B
$5.96M 0.22%
40,890
-3,168
-7% -$408K
FTNT icon
71
Fortinet
FTNT
$122B
$5.89M 0.22%
69,994
-10,756
-13% -$960K
CVX icon
72
Chevron
CVX
$396B
$5.76M 0.21%
37,097
+6,038
+19% +$935K
V icon
73
Visa
V
$712B
$5.74M 0.21%
16,801
+94
+0.6% +$32.5K
XOM icon
74
ExxonMobil
XOM
$644B
$5.73M 0.21%
50,796
-1,693
-3% -$188K
ACN icon
75
Accenture
ACN
$116B
$5.61M 0.21%
22,747
-4,518
-17% -$1.18M
1 2
3
4 5

Similar funds

SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
C
Consulta London, United Kingdom $2.77B AUM 3.62% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

First Foundation Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, First Foundation Advisors held 352 positions worth $2.71B, up 0.26% from $2.7B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

First Foundation Advisors withdrew a net $164M in Q3 2025, closing 18 positions and reducing 158 holdings. Its most notable exit was VanEck Morningstar ESG Moat ETF, an estimated $6.32M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 43% of assets, down from 44% a quarter earlier, followed by Technology and Financials.

Against the trend, First Foundation Advisors opened a new position in iShares Bitcoin Trust worth $700K.

  • First Foundation Advisors's largest Q3 2025 buy was iShares Bitcoin Trust: 10,766 shares worth $700K.
  • First Foundation Advisors added most to Oracle in Q3 2025, an estimated $12.8M increase.
  • First Foundation Advisors's biggest Q3 2025 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $17.4M.
  • First Foundation Advisors fully exited VanEck Morningstar ESG Moat ETF in Q3 2025, selling an estimated $6.32M.
  • First Foundation Advisors's ten largest holdings make up 49% of its $2.71B portfolio in Q3 2025.
  • First Foundation Advisors opened 22 new positions and closed 18 in Q3 2025.
  • First Foundation Advisors's portfolio value rose 0.26% quarter-over-quarter to $2.71B.

Based on First Foundation Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.