FFA

First Foundation Advisors Portfolio holdings

AUM $2.7B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.17B
AUM Growth
+$86.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14M
3
+$13.2M
4
SU icon
Suncor Energy
SU
+$10.7M
5
RTO icon
Rentokil
RTO
+$7.74M

Top Sells

1
+$15M
2
+$13.5M
3
+$13.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.2M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.1M

Sector Composition

1 Technology 26.71%
2 Financials 10.43%
3 Communication Services 8.5%
4 Industrials 7.67%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$436K 0.02%
5,206
+25
252
$433K 0.02%
7,178
-1,443
253
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9,501
+571
254
$428K 0.02%
4,656
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255
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41,167
256
$424K 0.02%
4,270
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257
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258
$415K 0.02%
17,746
259
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5,378
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260
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16,685
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261
$408K 0.02%
16,026
262
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35,818
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263
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3,527
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264
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4,211
-11,625
265
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266
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267
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269
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270
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12,410
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1,625
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272
$360K 0.02%
9,620
-481
273
$359K 0.02%
1,008
+27
274
$359K 0.02%
13,853
-334
275
$353K 0.02%
2,413
-225
9 10
11
12 13