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
$2.46B
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$14.8M
3
+$6.46M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.62M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$4.78M

Top Sells

1
+$28.6M
2
+$5.86M
3
+$5.66M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.41M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.34M

Sector Composition

1 Technology 25.86%
2 Financials 7.94%
3 Communication Services 4.47%
4 Consumer Discretionary 4.35%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$360K 0.01%
3,299
-242
252
$358K 0.01%
1,334
-118
253
$356K 0.01%
759
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254
$352K 0.01%
4,936
-92
255
$349K 0.01%
6,726
+13
256
$343K 0.01%
10,060
257
$339K 0.01%
+14,803
258
$339K 0.01%
2,423
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259
$333K 0.01%
4,215
260
$333K 0.01%
7,022
261
$331K 0.01%
3,233
262
$330K 0.01%
4,179
263
$328K 0.01%
67,390
-6,227
264
$327K 0.01%
4,352
265
$315K 0.01%
5,870
266
$309K 0.01%
26,850
-8,850
267
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270
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808
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271
$300K 0.01%
3,140
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272
$296K 0.01%
4,697
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273
$293K 0.01%
4,610
-125
274
$290K 0.01%
7,478
-48
275
$290K 0.01%
3,257
+1
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11
12 13