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
76
$5.62M 0.21%
14,537
+1,301
77
$5.6M 0.21%
50,876
+17,393
78
$5.58M 0.21%
6,957
+274
79
$5.57M 0.21%
7,614
+477
80
$5.55M 0.21%
11,836
-864
81
$5.54M 0.21%
62,023
+7,620
82
$5.29M 0.2%
76,152
-4,307
83
$5.02M 0.19%
19,123
-3,697
84
$4.82M 0.18%
17,499
+4,283
85
$4.81M 0.18%
13,481
-2,542
86
$4.61M 0.17%
7,998
+44
87
$4.58M 0.17%
8,536
+83
88
$4.51M 0.17%
44,058
+1,163
89
$4.5M 0.17%
315,358
-69,683
90
$4.49M 0.17%
64,732
-4,888
91
$4.45M 0.16%
31,059
+2,674
92
$4.45M 0.16%
72,206
+214
93
$4.35M 0.16%
5,586
+3,148
94
$4.31M 0.16%
177,769
-7,066
95
$4.12M 0.15%
17,353
+233
96
$4.01M 0.15%
62,670
+7,103
97
$3.95M 0.15%
161,704
98
$3.92M 0.15%
86,476
-166
99
$3.9M 0.14%
25,016
+1,700
100
$3.88M 0.14%
79,025
+7,500
2 3
4
5 6