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
176
$1.01M 0.05%
17,035
+1,518
177
$1.01M 0.05%
41,271
-13,254
178
$949K 0.04%
10,213
-1,179
179
$921K 0.04%
7,026
+439
180
$904K 0.04%
4,544
-13,440
181
$886K 0.04%
27,115
+873
182
$876K 0.04%
28,410
+3,658
183
$845K 0.04%
2,047
-26
184
$837K 0.04%
26,029
+1,370
185
$795K 0.04%
8,637
+1,033
186
$792K 0.04%
27,687
-454
187
$788K 0.04%
8,414
+730
188
$788K 0.04%
5,963
+459
189
$773K 0.04%
3,473
-83
190
$769K 0.04%
62,055
-85,317
191
$762K 0.04%
15,251
+4,069
192
$762K 0.04%
39,597
+5,846
193
$759K 0.03%
4,603
+38
194
$754K 0.03%
1,632
+313
195
$753K 0.03%
18,582
+11,154
196
$752K 0.03%
3,343
-16
197
$746K 0.03%
19,181
-2,129
198
$736K 0.03%
6,828
-196
199
$735K 0.03%
8,373
+2,524
200
$734K 0.03%
32,604
+15,663
6 7
8
9 10