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
326
$247K 0.01%
+2,094
327
$245K 0.01%
6,688
+25
328
$245K 0.01%
5,797
-230
329
$244K 0.01%
20,741
+29
330
$244K 0.01%
+1,066
331
$243K 0.01%
2,883
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332
$243K 0.01%
795
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333
$243K 0.01%
12,949
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+7,446
335
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1,104
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336
$238K 0.01%
8,299
337
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6,601
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338
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2,456
-50
339
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+1,934
340
$236K 0.01%
953
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341
$232K 0.01%
+1,104
342
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+1,774
343
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344
$226K 0.01%
1,423
+126
345
$223K 0.01%
12,186
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346
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4,914
-206
347
$219K 0.01%
19,842
348
$218K 0.01%
2,716
-730
349
$217K 0.01%
3,998
-5,820
350
$215K 0.01%
2,170
-2,660
12 13
14
15 16