FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Est. Return
14.09%
1 Year Est. Return
+14.09%
AUM
$2.7B
AUM Growth
+$242M
(+9.9%)
Holding
352
Top Buys
| 1 | +$7.33M | |
| 2 | +$6.32M | |
| 3 | +$3.36M | |
| 4 |
Medpace
MEDP
|
+$2.85M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$2.8M |
Top Sells
| 1 | +$18M | |
| 2 | +$8.91M | |
| 3 | +$4.84M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$4.1M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$3.97M |
Sector Composition
| 1 | Technology | 29.42% |
| 2 | Financials | 7.13% |
| 3 | Communication Services | 4.68% |
| 4 | Consumer Discretionary | 4.37% |
| 5 | Healthcare | 3.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Rentokil
RTO
$13.5B
| – | – |
-14,803
|
|
||
352
Shell
SHEL
$210B
| – | – |
-3,812
|
|