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
$2.09B
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
1
$295M 14.11%
1,228,784
-9,170
2
$76.1M 3.64%
857,665
-19,581
3
$64.1M 3.07%
368,744
+234
4
$59.9M 2.87%
193,780
-1,993
5
$54.4M 2.61%
418,881
-55,254
6
$47.6M 2.28%
123,809
+41,446
7
$45.6M 2.18%
739,162
+128,272
8
$41.4M 1.98%
119,007
-5,674
9
$39.9M 1.91%
474,832
-86,139
10
$35.5M 1.7%
351,187
+46,972
11
$32.5M 1.56%
435,964
+82,626
12
$31.3M 1.5%
132,821
-10,154
13
$31.1M 1.49%
58,717
-15,575
14
$31.1M 1.49%
231,996
-14,088
15
$30.1M 1.44%
345,922
-28,702
16
$29.7M 1.42%
389,534
+86,441
17
$29.5M 1.41%
454,776
+62,984
18
$28.4M 1.36%
561,694
+60,914
19
$28.1M 1.35%
337,794
-2,378
20
$26.2M 1.26%
146,172
+31,299
21
$24.6M 1.18%
204,592
-34,364
22
$24.2M 1.16%
518,395
-78,551
23
$24.1M 1.15%
120,783
-20,679
24
$23.5M 1.13%
348,938
+105,821
25
$21.6M 1.03%
340,010
-443,436
1
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