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
126
$2.43M 0.09%
23,242
+6,847
127
$2.39M 0.09%
8,378
+3,429
128
$2.38M 0.09%
47,033
-348
129
$2.26M 0.08%
30,860
130
$2.18M 0.08%
22,343
+3,080
131
$2.18M 0.08%
45,229
+4,330
132
$2.15M 0.08%
6,777
+1,828
133
$2.14M 0.08%
185,273
+27,369
134
$2.07M 0.08%
15,653
+2,874
135
$2.07M 0.08%
21,748
136
$2.04M 0.08%
3,693
-203
137
$2M 0.07%
12,663
+5,896
138
$2M 0.07%
7,136
-597
139
$1.99M 0.07%
+5,682
140
$1.93M 0.07%
54,990
-1,720
141
$1.89M 0.07%
217,202
-17,190
142
$1.87M 0.07%
39,461
-5,423
143
$1.84M 0.07%
12,582
+3,702
144
$1.83M 0.07%
9,873
+1,632
145
$1.81M 0.07%
70,182
-3,313
146
$1.76M 0.07%
+21,269
147
$1.76M 0.07%
50,490
-254
148
$1.66M 0.06%
19,090
+2,681
149
$1.66M 0.06%
18,136
+73
150
$1.65M 0.06%
12,078
+2,265
4 5
6
7 8