FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Return
14.09%
This Quarter Return
+9.89%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$2.16B
AUM Growth
+$215M
(+11%)
Cap. Flow
+$41M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
47.19%
Holding
387
New
35
Increased
112
Reduced
185
Closed
15
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$23.3M |
| 2 |
TSMC
TSM
|
$10.5M |
| 3 |
PSTH
Pershing Square Tontine Holdings, Ltd.
PSTH
|
$10.1M |
| 4 |
Uber
UBER
|
$9.74M |
| 5 |
Charles Schwab
SCHW
|
$9.21M |
Top Sells
| 1 |
Martin Marietta Materials
MLM
|
$16.5M |
| 2 |
Mastercard
MA
|
$10M |
| 3 |
Goldman Sachs
GS
|
$8M |
| 4 |
iShares Global REIT ETF
REET
|
$2.9M |
| 5 |
Amazon
AMZN
|
$1.61M |
Sector Composition
| 1 | Technology | 20.26% |
| 2 | Communication Services | 20% |
| 3 | Financials | 10.7% |
| 4 | Consumer Discretionary | 10.24% |
| 5 | Healthcare | 6.98% |
