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
351
$215K 0.01%
1,393
-349
352
$214K 0.01%
18,324
-5,853
353
$214K 0.01%
3,966
-256
354
$214K 0.01%
+3,804
355
$212K 0.01%
+9,711
356
$211K 0.01%
1,539
-503
357
$211K 0.01%
3,720
-375
358
$209K 0.01%
3,476
-281
359
$209K 0.01%
629
360
$207K 0.01%
23,987
-421
361
$206K 0.01%
3,266
-230
362
$206K 0.01%
28,709
+2,490
363
$201K 0.01%
16,798
364
$201K 0.01%
15,915
-316
365
$183K 0.01%
18,611
366
$172K 0.01%
+10,987
367
$167K 0.01%
19,854
-4,591
368
$166K 0.01%
17,042
-50
369
$162K 0.01%
25,820
370
$150K 0.01%
14,615
371
$141K 0.01%
12,705
-3,845
372
$139K 0.01%
11,018
373
$137K 0.01%
10,267
374
$136K 0.01%
11,628
+81
375
$124K 0.01%
10,599
13 14
15
16 17