FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.09B
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$15.6M
3
+$12.7M
4
RTO icon
Rentokil
RTO
+$11.6M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$9.39M

Top Sells

1
+$32.2M
2
+$28.1M
3
+$20.6M
4
TJX icon
TJX Companies
TJX
+$17.8M
5
TPL icon
Texas Pacific Land
TPL
+$16.6M

Sector Composition

1 Technology 22.78%
2 Financials 11.13%
3 Healthcare 8.7%
4 Communication Services 7.67%
5 Industrials 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$491K 0.02%
1,537
+223
252
$476K 0.02%
4,830
-10,614
253
$476K 0.02%
1,544
+48
254
$474K 0.02%
4,724
+753
255
$472K 0.02%
6,631
-1,684
256
$467K 0.02%
1,911
+697
257
$461K 0.02%
41,167
258
$461K 0.02%
+9,857
259
$458K 0.02%
3,548
+260
260
$457K 0.02%
6,748
+904
261
$454K 0.02%
6,882
+151
262
$451K 0.02%
+32,472
263
$446K 0.02%
4,920
-280
264
$437K 0.02%
3,215
+1,101
265
$436K 0.02%
2,975
-447
266
$434K 0.02%
+12,704
267
$434K 0.02%
3,599
268
$427K 0.02%
8,730
269
$426K 0.02%
10,407
-11,064
270
$415K 0.02%
+16,941
271
$413K 0.02%
27,500
-5,581
272
$407K 0.02%
4,658
+285
273
$403K 0.02%
+17,746
274
$402K 0.02%
2,638
+55
275
$395K 0.02%
16,691
-3,563
9 10
11
12 13