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
376
$175K 0.01%
18,611
377
$168K 0.01%
19,688
-2,698
378
$153K 0.01%
25,820
+15
379
$148K 0.01%
14,615
380
$136K 0.01%
11,018
381
$131K 0.01%
+10,599
382
$130K 0.01%
10,267
383
$125K 0.01%
+11,547
384
$121K 0.01%
10,049
-2,392
385
$107K 0.01%
10,733
386
$106K 0.01%
11,198
-8
387
$103K 0.01%
10,000
388
$86.6K ﹤0.01%
12,761
-2,861
389
$77.9K ﹤0.01%
15,300
390
$70.3K ﹤0.01%
21,000
391
$70.2K ﹤0.01%
16,640
392
$60.3K ﹤0.01%
16,625
393
$58.5K ﹤0.01%
20,876
394
$53.9K ﹤0.01%
17,658
+648
395
$52.7K ﹤0.01%
10,000
396
$51.4K ﹤0.01%
11,392
397
$48K ﹤0.01%
15,000
398
$39.7K ﹤0.01%
117,371
399
$13.5K ﹤0.01%
+24
400
$10.5K ﹤0.01%
+10,000
13 14 15
16
17