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
$2.46B
AUM Growth
-$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$14.8M
3
+$6.46M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.62M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$4.78M

Top Sells

1
+$28.6M
2
+$5.86M
3
+$5.66M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.41M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$5.34M

Sector Composition

1 Technology 25.86%
2 Financials 7.94%
3 Communication Services 4.47%
4 Consumer Discretionary 4.35%
5 Healthcare 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.9M 0.89%
371,519
+29,628
27
$20.2M 0.82%
127,509
-12,147
28
$18.6M 0.76%
180,829
-2,960
29
$18.2M 0.74%
118,635
-38,135
30
$18.2M 0.74%
249,772
-31,313
31
$17.7M 0.72%
431,348
+116,300
32
$17.6M 0.72%
454,062
-51,665
33
$17.3M 0.71%
221,426
-22,944
34
$16.6M 0.67%
59,543
-13,190
35
$16.3M 0.66%
248,021
-22,001
36
$15.6M 0.63%
358,545
-108,578
37
$15.1M 0.61%
158,029
-49,145
38
$14.4M 0.59%
321,812
+7,310
39
$14.4M 0.59%
15,222
+342
40
$14.2M 0.58%
27,042
-2,450
41
$13.7M 0.56%
78,986
+621
42
$13.6M 0.55%
93,530
-5,120
43
$12.9M 0.52%
22,298
+364
44
$12.2M 0.5%
166,197
-23,974
45
$11.8M 0.48%
96,691
-1,703
46
$11.5M 0.47%
20,563
-2,957
47
$10.7M 0.44%
152,829
-22,608
48
$10.7M 0.44%
322,578
-23,088
49
$10.7M 0.43%
40,217
-19,733
50
$10.3M 0.42%
33,036
-5,300
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