FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Est. Return
14.09%
1 Year Est. Return
+14.09%
AUM
$2.7B
AUM Growth
+$242M
(+9.9%)
Holding
352
Top Buys
| 1 | +$7.33M | |
| 2 | +$6.32M | |
| 3 | +$3.36M | |
| 4 |
Medpace
MEDP
|
+$2.85M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$2.8M |
Top Sells
| 1 | +$18M | |
| 2 | +$8.91M | |
| 3 | +$4.84M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$4.1M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$3.97M |
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 | |
|---|---|---|---|---|---|---|
76
Adobe
ADBE
$144B
| $5.62M | 0.21% |
14,537
+1,301
|
|
||
77
iShares S&P 500 Growth ETF
IVW
$66.4B
| $5.6M | 0.21% |
50,876
+17,393
|
|
||
78
ASML
ASML
$405B
| $5.58M | 0.21% |
6,957
+274
|
|
||
79
Monolithic Power Systems
MPWR
$49.4B
| $5.57M | 0.21% |
7,614
+477
|
|
||
80
Linde
LIN
$212B
| $5.55M | 0.21% |
11,836
-864
|
|
||
81
iShares MSCI EAFE ETF
EFA
$68.7B
| $5.54M | 0.21% |
62,023
+7,620
|
|
||
82
NextEra Energy
NEE
$175B
| $5.29M | 0.2% |
76,152
-4,307
|
|
||
83
Labcorp
LH
$24.2B
| $5.02M | 0.19% |
19,123
-3,697
|
|
||
84
Broadcom
AVGO
$1.65T
| $4.82M | 0.18% |
17,499
+4,283
|
|
||
85
Aon
AON
$74.2B
| $4.81M | 0.18% |
13,481
-2,542
|
|
||
86
MSCI
MSCI
$41.5B
| $4.61M | 0.17% |
7,998
+44
|
|
||
87
Idexx Laboratories
IDXX
$51.5B
| $4.58M | 0.17% |
8,536
+83
|
|
||
88
Arista Networks
ANET
$184B
| $4.51M | 0.17% |
44,058
+1,163
|
|
||
89
Burford Capital
BUR
$2.34B
| $4.5M | 0.17% |
315,358
-69,683
|
|
||
90
Cisco
CSCO
$279B
| $4.49M | 0.17% |
64,732
-4,888
|
|
||
91
Chevron
CVX
$311B
| $4.45M | 0.16% |
31,059
+2,674
|
|
||
92
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.85B
| $4.45M | 0.16% |
72,206
+214
|
|
||
93
Eli Lilly
LLY
$725B
| $4.35M | 0.16% |
5,586
+3,148
|
|
||
94
Pfizer
PFE
$140B
| $4.31M | 0.16% |
177,769
-7,066
|
|
||
95
lululemon athletica
LULU
$20.4B
| $4.12M | 0.15% |
17,353
+233
|
|
||
96
iShares Core Dividend Growth ETF
DGRO
$35.6B
| $4.01M | 0.15% |
62,670
+7,103
|
|
||
97
Schwab US Large- Cap ETF
SCHX
$61.4B
| $3.95M | 0.15% |
161,704
|
|
||
98
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.6B
| $3.92M | 0.15% |
86,476
-166
|
|
||
99
Zoetis
ZTS
$64.3B
| $3.9M | 0.14% |
25,016
+1,700
|
|
||
100
Copart
CPRT
$43.3B
| $3.88M | 0.14% |
79,025
+7,500
|
|