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
101
$3.79M 0.14%
10,340
+299
102
$3.7M 0.14%
7,916
-2,601
103
$3.69M 0.14%
64,017
-2,993
104
$3.68M 0.14%
108,347
-1,394
105
$3.66M 0.14%
84,609
+17,440
106
$3.64M 0.14%
5
-1
107
$3.6M 0.13%
11,540
-15,502
108
$3.48M 0.13%
17,608
-5,696
109
$3.31M 0.12%
41,223
-12,869
110
$3.27M 0.12%
6,200
-3,448
111
$3.26M 0.12%
36,573
-3,004
112
$3.13M 0.12%
19,624
+7,673
113
$3.07M 0.11%
39,207
+905
114
$3.06M 0.11%
2,915
-17
115
$3.05M 0.11%
85,665
-27,987
116
$3.03M 0.11%
43,945
+40,226
117
$2.85M 0.11%
+9,085
118
$2.71M 0.1%
120,992
-13,945
119
$2.69M 0.1%
13,740
+5,689
120
$2.67M 0.1%
42,133
+2,690
121
$2.66M 0.1%
23,732
+1,595
122
$2.64M 0.1%
52,041
+4,734
123
$2.59M 0.1%
77,402
+8,000
124
$2.54M 0.09%
11,638
+729
125
$2.49M 0.09%
22,424
-677
3 4
5
6 7