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
176
$1.03M 0.05%
15,522
-759
177
$1.03M 0.05%
6,938
+913
178
$1.02M 0.05%
23,450
+64
179
$1.01M 0.05%
5,670
-1,066
180
$1.01M 0.05%
91,063
+319
181
$1.01M 0.05%
4,191
+368
182
$1M 0.05%
28,616
+6,195
183
$953K 0.05%
10,072
-670
184
$936K 0.04%
30,202
185
$932K 0.04%
28,141
+1,087
186
$931K 0.04%
11,392
-1,594
187
$928K 0.04%
6,587
-104
188
$915K 0.04%
106,644
189
$911K 0.04%
1,655
+33
190
$895K 0.04%
+17,031
191
$893K 0.04%
30,290
+5,420
192
$889K 0.04%
2,073
+174
193
$876K 0.04%
15,517
194
$849K 0.04%
3,556
-89
195
$843K 0.04%
24,659
+5
196
$840K 0.04%
21,310
-2,181
197
$814K 0.04%
9,891
-1,029
198
$812K 0.04%
7,207
+4,016
199
$800K 0.04%
5,068
-2,907
200
$797K 0.04%
3,359
+83
6 7
8
9 10