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
76
$5.17M 0.25%
60,197
-1,766
77
$5.16M 0.25%
11
78
$4.97M 0.24%
9,690
-2,464
79
$4.91M 0.24%
15,532
+1,000
80
$4.31M 0.21%
16,175
+7,411
81
$4.26M 0.2%
104,229
-47,155
82
$4.19M 0.2%
286,450
-63,520
83
$4.15M 0.2%
74,290
-8,810
84
$4.15M 0.2%
37,378
+616
85
$4.13M 0.2%
15,675
+841
86
$3.98M 0.19%
60,604
+39,486
87
$3.93M 0.19%
50,578
-23,732
88
$3.92M 0.19%
38,844
+3,406
89
$3.86M 0.19%
90,578
+38,284
90
$3.85M 0.18%
+81,679
91
$3.85M 0.18%
5,430
-16,734
92
$3.83M 0.18%
46,436
-10,836
93
$3.68M 0.18%
17,984
-11,851
94
$3.68M 0.18%
3,106
-66
95
$3.61M 0.17%
32,723
-5,702
96
$3.53M 0.17%
826,550
+46,167
97
$3.48M 0.17%
227,820
-228,200
98
$3.34M 0.16%
33,651
-1,144
99
$3.33M 0.16%
9,882
+242
100
$3.17M 0.15%
15,555
2 3
4
5 6