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
$2.71B
AUM Growth
+$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$4.15M
3
+$3.8M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$3.57M
5
DECK icon
Deckers Outdoor
DECK
+$3M

Top Sells

1
+$17.6M
2
+$12.4M
3
+$11.7M
4
MSFT icon
Microsoft
MSFT
+$10.6M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$9.96M

Sector Composition

1 Technology 30.41%
2 Financials 6.75%
3 Communication Services 5.66%
4 Consumer Discretionary 3.98%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HON icon
176
Honeywell
HON
$125B
$1.07M 0.04%
5,064
-37
TOTL icon
177
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.05B
$1.06M 0.04%
26,036
+674
DIAL icon
178
Columbia Diversified Fixed Income Allocation ETF
DIAL
$430M
$1.04M 0.04%
56,448
-3,293
ARE icon
179
Alexandria Real Estate Equities
ARE
$8B
$979K 0.04%
11,744
-483
PLTR icon
180
Palantir
PLTR
$446B
$974K 0.04%
5,338
-6,740
MCD icon
181
McDonald's
MCD
$225B
$969K 0.04%
3,189
-97
SHY icon
182
iShares 1-3 Year Treasury Bond ETF
SHY
$23.5B
$969K 0.04%
11,682
-2,334
IJR icon
183
iShares Core S&P Small-Cap ETF
IJR
$89.3B
$964K 0.04%
8,112
-1,426
MS icon
184
Morgan Stanley
MS
$281B
$959K 0.04%
6,034
+1,248
SPGI icon
185
S&P Global
SPGI
$151B
$943K 0.03%
1,937
-4,263
DAL icon
186
Delta Air Lines
DAL
$46.2B
$937K 0.03%
16,513
-95
AB icon
187
AllianceBernstein
AB
$3.63B
$936K 0.03%
24,500
BTI icon
188
British American Tobacco
BTI
$125B
$932K 0.03%
17,565
-21,896
PH icon
189
Parker-Hannifin
PH
$110B
$888K 0.03%
1,171
+20
LMT icon
190
Lockheed Martin
LMT
$110B
$876K 0.03%
1,754
-186
SLV icon
191
iShares Silver Trust
SLV
$33B
$855K 0.03%
20,171
NRP icon
192
Natural Resource Partners
NRP
$1.36B
$834K 0.03%
7,941
+245
BOND icon
193
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.68B
$810K 0.03%
8,682
XLI icon
194
State Street Industrial Select Sector SPDR ETF
XLI
$25.4B
$784K 0.03%
5,081
-69
AMGN icon
195
Amgen
AMGN
$175B
$777K 0.03%
2,752
-818
REM icon
196
iShares Mortgage Real Estate ETF
REM
$632M
$770K 0.03%
35,066
+5,002
VZ icon
197
Verizon
VZ
$172B
$754K 0.03%
17,149
-3,240
XLF icon
198
State Street Financial Select Sector SPDR ETF
XLF
$53.5B
$741K 0.03%
13,761
-6,819
BAC.PRL icon
199
Bank of America Series L
BAC.PRL
$3.9B
$739K 0.03%
577
XLK icon
200
State Street Technology Select Sector SPDR ETF
XLK
$92.1B
$737K 0.03%
2,613
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8
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