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
151
$1.45M 0.07%
5,648
-197
152
$1.45M 0.07%
12,165
+338
153
$1.45M 0.07%
12,355
-119
154
$1.44M 0.07%
30,528
+3,258
155
$1.41M 0.07%
16,888
-333
156
$1.4M 0.07%
21,252
-423
157
$1.38M 0.07%
3,779
-237
158
$1.38M 0.07%
4,168
+1,969
159
$1.37M 0.07%
54,525
+44,700
160
$1.34M 0.06%
7,874
-2,197
161
$1.29M 0.06%
+26,801
162
$1.27M 0.06%
17,850
-11,957
163
$1.26M 0.06%
4,806
+726
164
$1.24M 0.06%
5,185
-46
165
$1.2M 0.06%
8,521
+3,929
166
$1.19M 0.06%
+32,227
167
$1.19M 0.06%
9,629
-5,214
168
$1.18M 0.06%
15,836
-10,986
169
$1.17M 0.06%
16,666
+974
170
$1.17M 0.06%
26,874
-19,188
171
$1.12M 0.05%
132,076
+43,378
172
$1.08M 0.05%
10,393
+512
173
$1.07M 0.05%
5,156
+179
174
$1.05M 0.05%
25,040
-830
175
$1.04M 0.05%
56,983
-191
5 6
7
8 9