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
301
$311K 0.01%
67,314
-8,809
302
$308K 0.01%
1,242
+127
303
$303K 0.01%
14,484
-283
304
$301K 0.01%
2,656
+47
305
$299K 0.01%
+9,948
306
$296K 0.01%
16,212
-75,709
307
$296K 0.01%
4,123
-2,914
308
$293K 0.01%
38,976
-1,225
309
$292K 0.01%
+7,428
310
$291K 0.01%
25,614
-700
311
$291K 0.01%
1,356
+6
312
$287K 0.01%
3,496
+571
313
$283K 0.01%
2,042
+375
314
$282K 0.01%
1,939
-94
315
$279K 0.01%
511
+20
316
$277K 0.01%
2,794
-114
317
$277K 0.01%
+3,517
318
$276K 0.01%
1,944
+162
319
$274K 0.01%
2,373
+211
320
$273K 0.01%
2,928
-400
321
$272K 0.01%
24,177
322
$270K 0.01%
+715
323
$269K 0.01%
15,989
-6,857
324
$267K 0.01%
3,446
-11,946
325
$267K 0.01%
4,064
+57
11 12
13
14 15