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
76
$5.12M 0.21%
2,625
+194
77
$5.09M 0.21%
385,041
-90,106
78
$5.08M 0.21%
13,236
+788
79
$4.9M 0.2%
9,648
+433
80
$4.85M 0.2%
17,120
+1,239
81
$4.8M 0.2%
1,041
+86
82
$4.79M 0.2%
6
83
$4.78M 0.19%
23,304
-10,408
84
$4.75M 0.19%
28,385
-6,855
85
$4.68M 0.19%
184,835
-4,189
86
$4.5M 0.18%
7,954
+461
87
$4.45M 0.18%
113,652
-78,697
88
$4.45M 0.18%
54,403
-892
89
$4.43M 0.18%
6,683
+1,952
90
$4.3M 0.17%
69,620
-36,822
91
$4.29M 0.17%
54,092
-36,924
92
$4.14M 0.17%
71,992
-2,888
93
$4.14M 0.17%
+7,137
94
$4.05M 0.16%
71,525
+5,306
95
$3.89M 0.16%
67,010
-527
96
$3.87M 0.16%
109,741
-111,738
97
$3.85M 0.16%
10,517
-1,601
98
$3.84M 0.16%
23,316
+2,015
99
$3.68M 0.15%
10,041
-1,123
100
$3.58M 0.15%
39,577
-9,005
2 3
4
5 6