FFA

First Foundation Advisors Portfolio holdings

AUM $2.48B
1-Year Est. Return 18.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
+$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$3.84M
3 +$3.55M
4
DECK icon
Deckers Outdoor
DECK
+$3.23M
5
APP icon
Applovin
APP
+$2.66M

Top Sells

1 +$17.4M
2 +$11.4M
3 +$10.7M
4
MSFT icon
Microsoft
MSFT
+$10.5M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$9.77M

Sector Composition

1 Technology 30.41%
2 Financials 6.75%
3 Communication Services 5.66%
4 Consumer Discretionary 3.98%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$519M 19.19%
1,002,427
-20,504
2
$196M 7.23%
292,432
-4,652
3
$106M 3.91%
434,876
-51,113
4
$90.7M 3.35%
1,039,174
+23,951
5
$85.3M 3.15%
1,493,281
+62,517
6
$79.3M 2.93%
799,817
-76,475
7
$76.7M 2.84%
301,315
-11,989
8
$67.5M 2.49%
307,305
-26,158
9
$63.2M 2.34%
485,022
-17,379
10
$54.3M 2.01%
108,080
-11,767
11
$49M 1.81%
507,395
+7,676
12
$42M 1.55%
1,022,722
-14,199
13
$41.4M 1.53%
628,502
+35,771
14
$37.4M 1.38%
499,941
-64,948
15
$36.7M 1.35%
196,489
-8,191
16
$36.6M 1.35%
805,201
-125,074
17
$34.1M 1.26%
108,054
-8,231
18
$29.5M 1.09%
182,475
+656
19
$29M 1.07%
119,955
+1,880
20
$24.1M 0.89%
331,395
-22,318
21
$23.5M 0.87%
200,444
-44,888
22
$23.3M 0.86%
188,554
-37,713
23
$21.7M 0.8%
221,997
-6,491
24
$21.1M 0.78%
439,183
-85,849
25
$20.9M 0.77%
36,806
-5,205