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
126
$1.89M 0.09%
11,666
-138
127
$1.88M 0.09%
147,372
+1
128
$1.87M 0.09%
+65,313
129
$1.87M 0.09%
8,726
-2,351
130
$1.85M 0.09%
74,717
+9,713
131
$1.83M 0.09%
40,028
-36,766
132
$1.82M 0.09%
45,629
+11,353
133
$1.82M 0.09%
4,697
-185
134
$1.82M 0.09%
3,748
+103
135
$1.81M 0.09%
46,188
-526,347
136
$1.81M 0.09%
38,146
-37,121
137
$1.8M 0.09%
36,849
-683
138
$1.79M 0.09%
5,300
+1,164
139
$1.72M 0.08%
8,984
+2
140
$1.65M 0.08%
108,367
+68,161
141
$1.62M 0.08%
41,642
-189
142
$1.62M 0.08%
32,154
-929
143
$1.61M 0.08%
16,125
+9,377
144
$1.61M 0.08%
1,392
-16
145
$1.59M 0.08%
18,366
146
$1.56M 0.07%
8,194
-835
147
$1.56M 0.07%
32,220
+8,560
148
$1.53M 0.07%
102,318
-1,816
149
$1.52M 0.07%
1,263
-134
150
$1.46M 0.07%
13,273
-16
4 5
6
7 8