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
51
$12.5M 0.58%
35,283
-14,794
52
$11.3M 0.52%
34,312
+1,277
53
$10.9M 0.5%
196,635
+29,068
54
$10.8M 0.5%
26,331
-2,716
55
$10.3M 0.47%
204,328
-220,508
56
$9.22M 0.42%
29,239
-443
57
$9.15M 0.42%
307,199
+10,358
58
$9.01M 0.41%
156,927
-10,786
59
$8.44M 0.39%
131,326
-14,705
60
$8.4M 0.39%
302,450
+16,000
61
$8.31M 0.38%
83,399
+20,609
62
$8.08M 0.37%
16,270
+852
63
$8.03M 0.37%
126,800
-213,210
64
$7.73M 0.36%
197,757
-89,859
65
$7.63M 0.35%
20,285
-2,673
66
$7.39M 0.34%
32,764
-3,926
67
$6.9M 0.32%
66,508
-249
68
$6.52M 0.3%
42,096
+2,069
69
$6.37M 0.29%
77,546
+11,964
70
$6.2M 0.29%
610,098
-5,336
71
$6.08M 0.28%
186,377
-61,345
72
$5.87M 0.27%
143,984
+1,765
73
$5.71M 0.26%
23,378
-5,752
74
$5.63M 0.26%
95,253
-22,100
75
$5.32M 0.24%
42,393
-6,328
1 2
3
4 5