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
101
$3.1M 0.14%
10,833
+601
102
$3.03M 0.14%
72,678
-31,551
103
$2.89M 0.13%
77,000
104
$2.89M 0.13%
7,941
+582
105
$2.87M 0.13%
8,946
-7,229
106
$2.87M 0.13%
8,311
+761
107
$2.85M 0.13%
35,291
-15,287
108
$2.77M 0.13%
3,367
+66
109
$2.76M 0.13%
11,184
+1,015
110
$2.75M 0.13%
5,495
+662
111
$2.73M 0.13%
151,226
+34,988
112
$2.69M 0.12%
68,172
-4,031
113
$2.65M 0.12%
107,024
+32,307
114
$2.61M 0.12%
39,310
+2,461
115
$2.53M 0.12%
13,855
-581
116
$2.49M 0.11%
11,792
-3,763
117
$2.46M 0.11%
11,846
+2,217
118
$2.41M 0.11%
5,184
+487
119
$2.38M 0.11%
33,170
+105
120
$2.36M 0.11%
132,331
-5,258
121
$2.28M 0.1%
21,399
-15,979
122
$2.25M 0.1%
8,825
-94
123
$2.21M 0.1%
10,841
+1,857
124
$2.15M 0.1%
61,110
+15,481
125
$2.11M 0.1%
105,809
-21
3 4
5
6 7