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
76
$5.55M 0.21%
2,375
-293
77
$5.5M 0.2%
16,681
-818
78
$5.46M 0.2%
8,002
-908
79
$5.4M 0.2%
71,541
-4,611
80
$5.36M 0.2%
147,643
-98,904
81
$5.36M 0.2%
24,800
-2,150
82
$5.31M 0.2%
56,870
-5,153
83
$5.17M 0.19%
10,881
-955
84
$5.11M 0.19%
27,839
-1,582
85
$4.92M 0.18%
7,701
-835
86
$4.78M 0.18%
74,276
+2,070
87
$4.63M 0.17%
16,131
-2,992
88
$4.61M 0.17%
13,081
-1,456
89
$4.54M 0.17%
5,944
+358
90
$4.52M 0.17%
177,517
-252
91
$4.46M 0.16%
21,430
-6,403
92
$4.44M 0.16%
10,950
+610
93
$4.41M 0.16%
64,841
+2,171
94
$4.3M 0.16%
163,386
+1,682
95
$4.27M 0.16%
163,303
+93,121
96
$4.2M 0.16%
41,411
+29,578
97
$4.08M 0.15%
130,634
+121,624
98
$4.01M 0.15%
7,073
-925
99
$4M 0.15%
112,896
+4,549
100
$3.99M 0.15%
11,181
-2,300