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
201
$785K 0.04%
18,463
-1,821
202
$779K 0.04%
24,752
-188,514
203
$771K 0.04%
18,675
+4,866
204
$741K 0.04%
+7,024
205
$740K 0.04%
21,542
+173
206
$723K 0.03%
+32,534
207
$720K 0.03%
1,319
+83
208
$714K 0.03%
64,414
-42,076
209
$711K 0.03%
4,689
+17
210
$705K 0.03%
5,504
+276
211
$694K 0.03%
8,982
-196
212
$694K 0.03%
26,242
-3,770
213
$674K 0.03%
4,565
+250
214
$671K 0.03%
5,058
-3,027
215
$666K 0.03%
9,818
-10,052
216
$663K 0.03%
3,943
+1,623
217
$661K 0.03%
17,373
+11
218
$655K 0.03%
7,604
219
$651K 0.03%
4,146
+1,794
220
$648K 0.03%
19,223
-133,332
221
$644K 0.03%
7,684
-1,255
222
$640K 0.03%
28,201
-4,483
223
$640K 0.03%
5,140
+1,032
224
$621K 0.03%
33,751
+8,108
225
$621K 0.03%
+16,613
7 8
9
10 11