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
176
$1.16M 0.04%
14,016
-2,346
177
$1.15M 0.04%
3,620
+296
178
$1.14M 0.04%
8,520
+2,970
179
$1.13M 0.04%
17,632
180
$1.09M 0.04%
59,741
+18,102
181
$1.08M 0.04%
20,580
+11
182
$1.07M 0.04%
5,124
+245
183
$1.06M 0.04%
13,348
+2,236
184
$1.05M 0.04%
3,157
+3
185
$1.04M 0.04%
9,538
-98
186
$1.04M 0.04%
5,335
+143
187
$1.02M 0.04%
25,362
+12,931
188
$1.01M 0.04%
860
189
$1M 0.04%
24,500
190
$997K 0.04%
3,570
+946
191
$981K 0.04%
20,728
+10,453
192
$960K 0.04%
3,286
+710
193
$960K 0.04%
22,255
194
$960K 0.04%
3,149
-1,479
195
$933K 0.03%
213,517
-7,139
196
$898K 0.03%
1,940
-177
197
$888K 0.03%
12,227
+270
198
$882K 0.03%
20,389
+4,485
199
$872K 0.03%
45,965
200
$853K 0.03%
2,105
+648
6 7
8
9 10