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
26
$20.4M 0.94%
417,705
-100,690
27
$20.2M 0.93%
619,592
-7,877
28
$19.9M 0.92%
646,560
+76,271
29
$18.8M 0.86%
105,332
-10,310
30
$18.6M 0.85%
189,491
+1,736
31
$18.4M 0.85%
93,239
+27,694
32
$17.7M 0.81%
95,222
-739
33
$17.5M 0.8%
211,116
-3,303
34
$17.2M 0.79%
107,444
-6,239
35
$16.1M 0.74%
308,027
+252,681
36
$16M 0.74%
505,953
+1,584
37
$16M 0.74%
268,796
-4,675
38
$15.8M 0.73%
355,744
-30,232
39
$15.8M 0.73%
244,314
-28,222
40
$15.7M 0.72%
288,369
+129,378
41
$15.6M 0.72%
81,342
+77,399
42
$15.4M 0.71%
169,902
+34,215
43
$15.3M 0.7%
300,538
-261,156
44
$15.1M 0.69%
83,122
+77,452
45
$15M 0.69%
368,194
+4,594
46
$14.5M 0.67%
440,600
+46,060
47
$14.3M 0.66%
162,526
+22,801
48
$14.2M 0.65%
379,578
-61,755
49
$13.7M 0.63%
111,461
-19,789
50
$12.9M 0.59%
38,235
+1,167
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2
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