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
126
$1.97M 0.08%
157,904
+27,444
127
$1.97M 0.08%
3,103
+4
128
$1.9M 0.08%
73,495
+48,474
129
$1.86M 0.08%
44,884
-736
130
$1.83M 0.07%
3,896
-240
131
$1.79M 0.07%
40,899
-2,720
132
$1.77M 0.07%
18,063
+176
133
$1.77M 0.07%
21,748
-618
134
$1.75M 0.07%
34,351
-916
135
$1.73M 0.07%
16,395
-1,773
136
$1.73M 0.07%
8,241
-671
137
$1.69M 0.07%
19,263
-1,567
138
$1.66M 0.07%
50,744
-209
139
$1.61M 0.07%
12,779
+2,410
140
$1.53M 0.06%
8,051
+2,314
141
$1.53M 0.06%
10,909
-1,272
142
$1.49M 0.06%
44,786
-5,250
143
$1.47M 0.06%
16,409
+7,855
144
$1.46M 0.06%
74,514
-3,860
145
$1.46M 0.06%
5,324
-75
146
$1.43M 0.06%
11,774
-161
147
$1.38M 0.06%
56,418
-6,278
148
$1.35M 0.06%
16,362
+1,252
149
$1.35M 0.06%
18,099
-246
150
$1.34M 0.05%
8,924
-1,908
4 5
6
7 8