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
26
$21.3M 1.02%
424,836
-100,065
27
$20.2M 0.97%
115,642
+53,851
28
$19.8M 0.95%
25,395
-21,252
29
$19.7M 0.95%
941,204
-97,035
30
$18.8M 0.9%
113,683
-3,960
31
$17.7M 0.85%
160,615
-1,648
32
$16.4M 0.79%
570,289
+133,599
33
$16.3M 0.78%
50,077
-4,618
34
$16M 0.77%
214,419
+36,046
35
$15.9M 0.76%
95,961
-22,044
36
$15.6M 0.75%
+491,678
37
$15.3M 0.73%
441,333
-251,103
38
$14.9M 0.72%
273,471
-23,582
39
$13.9M 0.67%
272,536
-11,265
40
$13.8M 0.66%
363,600
+7,324
41
$13.7M 0.66%
147,459
+5,434
42
$13.3M 0.64%
65,545
+62,569
43
$12.9M 0.62%
385,976
+14,354
44
$12.8M 0.61%
131,250
-29,022
45
$12.5M 0.6%
394,540
+165,635
46
$12.5M 0.6%
504,369
-109,244
47
$12.2M 0.58%
187,755
+1,210
48
$11.6M 0.55%
+375,082
49
$11.5M 0.55%
135,687
+81,458
50
$11.4M 0.55%
33,035
-2,097
1
2
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