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
351
$224K 0.01%
6,663
+77
352
$224K 0.01%
4,524
-208
353
$222K 0.01%
5,377
-1,121
354
$222K 0.01%
+1,005
355
$221K 0.01%
2,823
-387
356
$214K 0.01%
+4,222
357
$213K 0.01%
19,842
358
$212K 0.01%
+2,287
359
$210K 0.01%
4,885
-1,360
360
$209K 0.01%
8,123
361
$209K 0.01%
24,408
-3,055
362
$209K 0.01%
+4,080
363
$208K 0.01%
629
-100
364
$206K 0.01%
+1,590
365
$206K 0.01%
+1,297
366
$206K 0.01%
+1,516
367
$204K 0.01%
1,502
-1,332
368
$203K 0.01%
3,448
-712
369
$203K 0.01%
11,391
-4,527
370
$202K 0.01%
1,083
-152
371
$195K 0.01%
16,798
372
$192K 0.01%
24,445
-5,485
373
$189K 0.01%
16,231
-8,323
374
$187K 0.01%
16,550
-1,638
375
$185K 0.01%
26,219
-2,257
13 14
15
16 17