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
101
$3.57M 0.15%
161,704
-546
102
$3.55M 0.14%
8,453
+887
103
$3.43M 0.14%
55,567
+1,613
104
$3.32M 0.14%
42,895
+2,931
105
$3.3M 0.13%
86,642
-4,962
106
$3.21M 0.13%
142,911
+5,452
107
$3.11M 0.13%
134,937
-70,664
108
$3.11M 0.13%
33,483
+16,497
109
$2.78M 0.11%
38,302
-1,999
110
$2.78M 0.11%
2,932
-100
111
$2.67M 0.11%
67,169
+20,490
112
$2.59M 0.11%
23,101
-202
113
$2.4M 0.1%
47,307
+25,803
114
$2.4M 0.1%
47,381
-649
115
$2.32M 0.09%
39,443
+481
116
$2.21M 0.09%
22,137
+1,649
117
$2.21M 0.09%
13,216
-2,602
118
$2.11M 0.09%
30,860
119
$2.07M 0.08%
56,710
-2,905
120
$2.07M 0.08%
69,402
-15,154
121
$2.04M 0.08%
11,951
+2,341
122
$2.03M 0.08%
234,392
-1,695
123
$2.01M 0.08%
2,438
-208
124
$2M 0.08%
7,733
-3,042
125
$1.98M 0.08%
683,949
-142,841
3 4
5
6 7