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
276
$394K 0.02%
12,403
-49,786
277
$393K 0.02%
+22,418
278
$392K 0.02%
17,092
-352
279
$389K 0.02%
16,026
280
$375K 0.02%
8,930
+175
281
$373K 0.02%
10,101
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282
$370K 0.02%
665
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283
$368K 0.02%
981
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284
$364K 0.02%
2,822
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285
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5,181
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286
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287
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1,457
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288
$350K 0.02%
6,706
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289
$342K 0.02%
14,187
-5,705
290
$341K 0.02%
2,725
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291
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293
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27,662
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294
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295
$327K 0.02%
7,492
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296
$324K 0.02%
9,851
+1,970
297
$322K 0.02%
3,129
+1
298
$320K 0.02%
4,867
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299
$317K 0.02%
4,215
-235
300
$313K 0.02%
1,891
-192
10 11
12
13 14