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
151
$1.35M 0.06%
13,301
+28
152
$1.35M 0.06%
20,939
-313
153
$1.32M 0.06%
1,328
+65
154
$1.26M 0.06%
16,306
-582
155
$1.25M 0.06%
7,547
+609
156
$1.25M 0.06%
5,161
+355
157
$1.25M 0.06%
+20,998
158
$1.23M 0.06%
8,521
159
$1.23M 0.06%
3,571
-208
160
$1.22M 0.06%
16,485
-130,974
161
$1.21M 0.06%
4,592
+401
162
$1.19M 0.05%
31,440
+2,824
163
$1.16M 0.05%
132,076
164
$1.16M 0.05%
3,353
+324
165
$1.13M 0.05%
16,770
+104
166
$1.13M 0.05%
11,664
+1,592
167
$1.11M 0.05%
6,084
-1,790
168
$1.11M 0.05%
15,943
+421
169
$1.11M 0.05%
68,622
-74,868
170
$1.1M 0.05%
4,820
-365
171
$1.1M 0.05%
7,198
+2,509
172
$1.09M 0.05%
25,054
+1,604
173
$1.07M 0.05%
1,851
+196
174
$1.04M 0.05%
5,171
+15
175
$1.03M 0.05%
28,242
+6,700
5 6
7
8 9