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
76
$5.28M 0.24%
9,315
-16,080
77
$5.19M 0.24%
118,824
+28,246
78
$4.79M 0.22%
74,720
+430
79
$4.71M 0.22%
16,858
+1,183
80
$4.66M 0.21%
10
-1
81
$4.56M 0.21%
15,464
-68
82
$4.43M 0.2%
+400,832
83
$4.33M 0.2%
60,506
-98
84
$4.27M 0.2%
11,085
+1,203
85
$4.17M 0.19%
42,629
+3,785
86
$4.15M 0.19%
52,990
-54,270
87
$4.07M 0.19%
49,090
-11,107
88
$3.89M 0.18%
826,712
+162
89
$3.67M 0.17%
33,464
+741
90
$3.42M 0.16%
41,140
-5,296
91
$3.36M 0.15%
22,575
+2,337
92
$3.28M 0.15%
31,497
-2,154
93
$3.26M 0.15%
2,775
-331
94
$3.22M 0.15%
27,848
+1,528
95
$3.2M 0.15%
16,227
+829
96
$3.2M 0.15%
19,801
+1,328
97
$3.18M 0.15%
32,075
+11,553
98
$3.14M 0.14%
4,695
-735
99
$3.13M 0.14%
62,498
-19,181
100
$3.12M 0.14%
6,994
+622
2 3
4
5 6