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
51
$10.1M 0.41%
43,362
-5,405
52
$9.88M 0.4%
98,115
+64,130
53
$9.27M 0.38%
313,807
-131,970
54
$8.09M 0.33%
48,755
+1,705
55
$7.8M 0.32%
223,359
-34,065
56
$7.79M 0.32%
80,976
+4,935
57
$7.71M 0.31%
45,145
+15,186
58
$7.32M 0.3%
67,348
-262,699
59
$7.22M 0.29%
61,418
-4,836
60
$6.97M 0.28%
33,918
+3,562
61
$6.59M 0.27%
58,954
-3,996
62
$6.47M 0.26%
54,362
-11,181
63
$6.42M 0.26%
8,067
+162
64
$6.39M 0.26%
16,023
-4,406
65
$6.35M 0.26%
41,058
-4,292
66
$6.29M 0.26%
12,245
-2,224
67
$6.19M 0.25%
28,326
+3,354
68
$6.12M 0.25%
62,015
-3,678
69
$5.91M 0.24%
12,700
-4,087
70
$5.7M 0.23%
80,459
-16,308
71
$5.68M 0.23%
24,532
+1,924
72
$5.59M 0.23%
31,084
-9,170
73
$5.33M 0.22%
8,687
+302
74
$5.31M 0.22%
22,820
-4,904
75
$5.18M 0.21%
14,777
-2,561
1 2
3
4 5