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
126
$2.08M 0.1%
13,026
+1,360
127
$2.04M 0.09%
32,927
+1,464
128
$1.96M 0.09%
+94,760
129
$1.92M 0.09%
4,069
+321
130
$1.82M 0.08%
37,125
+6,597
131
$1.78M 0.08%
98,315
-129,505
132
$1.78M 0.08%
32,666
-8,097
133
$1.76M 0.08%
32,125
-29
134
$1.75M 0.08%
119,568
+17,250
135
$1.67M 0.08%
8,735
+9
136
$1.64M 0.08%
16,343
+218
137
$1.63M 0.07%
39,296
-2,346
138
$1.6M 0.07%
7,529
-665
139
$1.59M 0.07%
35,679
-4,349
140
$1.57M 0.07%
1,343
-49
141
$1.56M 0.07%
28,298
-163,077
142
$1.55M 0.07%
12,630
+275
143
$1.54M 0.07%
5,253
-395
144
$1.53M 0.07%
30,515
-1,705
145
$1.51M 0.07%
38,181
+35
146
$1.48M 0.07%
12,543
+378
147
$1.47M 0.07%
3,196
-6,494
148
$1.44M 0.07%
88,750
-19,617
149
$1.41M 0.07%
26,690
+1,650
150
$1.39M 0.06%
15,690
-2,676
4 5
6
7 8