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GREGORY S. BRUCE

@First Foundation Advisors

Latest period2024 - Q3ReportedManaged Assets$2.655BTotal holdings355
Assets growth rate1.45%Assets growth rate (2-Q avg)3.08%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in First Foundation Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 355 positions.

Assets under management

The assets under management (AUM) of First Foundation Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.655B in assets, with a quarterly growth rate of 1.45% and a 2-quarter average growth rate of 3.08%. The portfolio is managed by GREGORY S. BRUCE, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CSGPCostar Group Inc
Recent Activity
New Position
0.2%
$5.112M
67,768 shares@ $75.45 avg price
MELIMercadolibre Inc
Recent Activity
New Position
0.16%
$4.219M
2,056 shares@ $2051.97 avg price
SRLNSsga Active Etf Tr
Recent Activity
New Position
0.14%
$3.481M
83,352 shares@ $41.76 avg price
CPRTCopart Inc
Recent Activity
New Position
0.12%
$2.98M
56,870 shares@ $52.4 avg price
BIIBBiogen Inc
Recent Activity
New Position
0.07%
$1.658M
8,552 shares@ $193.85 avg price
BONDPimco Etf Tr
Recent Activity
New Position
0.04%
$878,643
9,287 shares@ $94.61 avg price
DALDelta Air Lines Inc Del
Recent Activity
New Position
0.03%
$784,706
15,450 shares@ $50.8 avg price
NRPNatural Resource Partners L
Recent Activity
New Position
0.03%
$708,072
7,240 shares@ $97.8 avg price
IRIngersoll Rand Inc
Recent Activity
New Position
0.02%
$501,303
5,107 shares@ $98.16 avg price
VOXRVox Royalty Corp
Recent Activity
New Position
0.02%
$332,200
110,000 shares@ $3.02 avg price