FFA

First Foundation Advisors Portfolio holdings

AUM $2.65B
1-Year Est. Return 21.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.22%
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
+$14M
2
+$13.7M
3
+$12.3M
4
SU icon
Suncor Energy
SU
+$11.2M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$7.02M

Top Sells

1
+$15M
2
+$13.8M
3
+$13.2M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$11.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11M

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
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408
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409
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415
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420
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421
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422
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