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
51
$11.1M 0.53%
29,047
-2,081
52
$10.8M 0.52%
287,616
-65,478
53
$10.8M 0.52%
37,068
+2,873
54
$10.4M 0.5%
139,725
-10,208
55
$9.79M 0.47%
191,375
-33,903
56
$9.41M 0.45%
167,713
+40,119
57
$9.15M 0.44%
167,567
+64,966
58
$8.91M 0.43%
29,682
-3,349
59
$8.89M 0.43%
146,031
+117,408
60
$8.66M 0.41%
158,991
+6,351
61
$8.54M 0.41%
107,260
-223,885
62
$8.4M 0.4%
296,841
+4,941
63
$8.07M 0.39%
22,958
+2,522
64
$7.89M 0.38%
247,722
-1,012,441
65
$7.62M 0.37%
36,690
-5,938
66
$7.29M 0.35%
142,219
-10,070
67
$7.1M 0.34%
48,721
+1,644
68
$7.07M 0.34%
40,027
+4,138
69
$7.04M 0.34%
15,418
+207
70
$6.86M 0.33%
615,434
-11,425
71
$6.24M 0.3%
29,130
+23,969
72
$6.09M 0.29%
62,790
-23,837
73
$5.89M 0.28%
66,757
-1,368
74
$5.32M 0.25%
65,582
+42,118
75
$5.28M 0.25%
117,353
+38,301
1 2
3
4 5