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
51
$10.1M 0.37%
131,963
-4,516
52
$9.58M 0.35%
67,305
-7,758
53
$9.46M 0.35%
38,902
-427
54
$8.23M 0.3%
11,457
+5,775
55
$8.15M 0.3%
178,329
-18,414
56
$8.02M 0.3%
29,671
-3,954
57
$7.96M 0.29%
38,871
-40,665
58
$7.96M 0.29%
69,482
+5,499
59
$7.9M 0.29%
78,425
-17,085
60
$7.7M 0.28%
67,251
+3,495
61
$7.21M 0.27%
64,702
-709
62
$7.19M 0.27%
13,982
+4,897
63
$6.85M 0.25%
299,030
+7,184
64
$6.82M 0.25%
56,489
+5,613
65
$6.64M 0.25%
6,855
-102
66
$6.58M 0.24%
35,745
-3,970
67
$6.41M 0.24%
21,532
-3,028
68
$6.35M 0.23%
6,899
-715
69
$5.96M 0.22%
29,042
-4,082
70
$5.96M 0.22%
40,890
-3,168
71
$5.89M 0.22%
69,994
-10,756
72
$5.76M 0.21%
37,097
+6,038
73
$5.74M 0.21%
16,801
+94
74
$5.73M 0.21%
50,796
-1,693
75
$5.61M 0.21%
22,747
-4,518