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
301
$234K 0.01%
2,509
-100
302
$231K 0.01%
10,164
-1,000
303
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306
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665
308
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309
$219K 0.01%
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310
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311
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312
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313
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314
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315
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316
$206K 0.01%
761
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317
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318
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18,611
321
$162K 0.01%
10,658
322
$162K 0.01%
10,559
323
$150K 0.01%
13,361
-1,395
324
$146K 0.01%
19,405
+239
325
$139K 0.01%
12,393
10 11 12
13
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