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
326
$267K 0.01%
12,952
-1,349
327
$265K 0.01%
1,742
328
$264K 0.01%
6,027
329
$261K 0.01%
5,196
330
$260K 0.01%
5,709
-9,742
331
$258K 0.01%
2,506
+278
332
$255K 0.01%
18,575
+55
333
$253K 0.01%
+7,185
334
$251K 0.01%
20,712
-3,333
335
$249K 0.01%
3,356
+9
336
$248K 0.01%
+1,428
337
$247K 0.01%
+8,299
338
$243K 0.01%
+842
339
$240K 0.01%
+3,757
340
$240K 0.01%
+862
341
$238K 0.01%
4,314
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342
$237K 0.01%
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343
$236K 0.01%
18,582
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344
$236K 0.01%
959
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345
$232K 0.01%
+9,800
346
$230K 0.01%
+4,095
347
$229K 0.01%
1,876
-519
348
$229K 0.01%
1,112
-64
349
$228K 0.01%
14,166
-10,696
350
$225K 0.01%
5,120
+249
12 13
14
15 16