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
151
$1.64M 0.06%
+3,390
152
$1.62M 0.06%
5,324
153
$1.6M 0.06%
3,053
-50
154
$1.6M 0.06%
6,201
+4,183
155
$1.59M 0.06%
+37,762
156
$1.59M 0.06%
3,937
+560
157
$1.49M 0.06%
482,156
-201,793
158
$1.48M 0.06%
61,881
+43,067
159
$1.45M 0.05%
60,538
-13,976
160
$1.42M 0.05%
49,043
+11,693
161
$1.41M 0.05%
40,775
-4,011
162
$1.41M 0.05%
+27,065
163
$1.39M 0.05%
56,326
-92
164
$1.35M 0.05%
10,956
-818
165
$1.35M 0.05%
3,473
+1,206
166
$1.33M 0.05%
10,510
167
$1.28M 0.05%
9,429
+820
168
$1.27M 0.05%
4,307
+930
169
$1.26M 0.05%
20,369
-262
170
$1.23M 0.05%
21,043
-397
171
$1.23M 0.05%
9,278
+354
172
$1.22M 0.05%
+11,833
173
$1.22M 0.05%
42,391
-866
174
$1.2M 0.04%
4,392
+3,058
175
$1.19M 0.04%
5,101
+496
5 6
7
8 9