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
326
$138K 0.01%
+11,150
327
$137K 0.01%
10,599
-7,725
328
$109K ﹤0.01%
10,000
-1,425
329
$94K ﹤0.01%
+11,602
330
$64.6K ﹤0.01%
12,000
331
$11.1K ﹤0.01%
10,000
332
– –
-19,967
333
– –
-11,352
334
– –
-342
335
– –
-699
336
– –
-6,791
337
– –
-545
338
– –
-15,012
339
– –
-51,988
340
– –
-16,221
341
– –
-7,823
342
– –
-960
343
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-1,148
344
– –
-909
345
– –
-10,446
346
– –
-3,010
347
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-20,876
348
– –
-797
349
– –
-13,880
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