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
276
$352K 0.02%
+3,340
277
$350K 0.02%
2,589
-233
278
$350K 0.02%
4,867
279
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+4,549
280
$342K 0.02%
3,128
-1
281
$337K 0.02%
2,725
282
$337K 0.02%
495
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283
$334K 0.02%
18,879
-38,104
284
$334K 0.02%
836
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285
$331K 0.02%
4,976
-560
286
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3,364
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287
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2,864
-2,208
288
$323K 0.01%
1,896
-48
289
$322K 0.01%
4,123
290
$321K 0.01%
4,215
291
$316K 0.01%
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-838
292
$316K 0.01%
5,804
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293
$313K 0.01%
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294
$308K 0.01%
1,455
-2
295
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21,806
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296
$299K 0.01%
38,977
+1
297
$298K 0.01%
2,601
+228
298
$298K 0.01%
1,306
+64
299
$290K 0.01%
1,391
+308
300
$287K 0.01%
1,123
-3,045
10 11
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