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
1
$509M 18.86%
1,022,931
-5,902
2
$184M 6.84%
297,084
+4,512
3
$86.2M 3.2%
485,989
-22,379
4
$84.8M 3.14%
1,015,223
+21,382
5
$82.2M 3.05%
876,292
-191,616
6
$81.3M 3.01%
1,430,764
-72,105
7
$73.2M 2.71%
333,463
-12,229
8
$64.3M 2.38%
313,304
+385
9
$61M 2.26%
502,401
-11,720
10
$58.2M 2.16%
119,847
-2,208
11
$46M 1.7%
499,719
-990
12
$41.1M 1.52%
1,036,921
+57,673
13
$38.8M 1.44%
564,889
-32,135
14
$37.8M 1.4%
930,275
-83,499
15
$35.9M 1.33%
361,547
-1,682
16
$35.6M 1.32%
592,731
-292
17
$33.7M 1.25%
116,285
-4,210
18
$32.3M 1.2%
204,680
+1,808
19
$29.1M 1.08%
521,518
-5,944
20
$26M 0.97%
61,333
-8,213
21
$25.8M 0.96%
181,819
+990
22
$25.5M 0.94%
118,075
-3,826
23
$25M 0.93%
525,032
+33,015
24
$23.6M 0.88%
42,011
-2,065
25
$22.3M 0.83%
226,267
-21,754
1
2 3 4 5