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
101
$3.16M 0.15%
18,473
-1,240
102
$3.07M 0.15%
20,238
-2,267
103
$2.97M 0.14%
26,320
-1,812
104
$2.96M 0.14%
77,000
105
$2.74M 0.13%
72,203
+52,403
106
$2.73M 0.13%
10,232
+100
107
$2.64M 0.13%
55,346
+5,539
108
$2.61M 0.12%
14,436
-1,041
109
$2.53M 0.12%
7,550
-491
110
$2.53M 0.12%
15,398
-143
111
$2.52M 0.12%
10,169
-98
112
$2.48M 0.12%
6,372
-271
113
$2.38M 0.11%
+3,301
114
$2.38M 0.11%
137,589
-9,603
115
$2.37M 0.11%
8,919
-402
116
$2.36M 0.11%
7,359
-379
117
$2.27M 0.11%
33,065
+111
118
$2.18M 0.1%
1,083
-650
119
$2.16M 0.1%
143,490
-39,681
120
$2.15M 0.1%
116,238
-62,602
121
$2.14M 0.1%
40,763
-5,485
122
$2.02M 0.1%
105,830
+2,686
123
$2M 0.1%
31,463
+2,480
124
$1.97M 0.09%
4,833
-107
125
$1.97M 0.09%
20,522
+10,854
3 4
5
6 7