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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
POOLPool Corp
Recent Activity
Exited
0%
$2.06M
6,703 shares@ $307.34 avg price
DEODiageo Plc
Recent Activity
Exited
0%
$714,873
5,670 shares@ $126.08 avg price
MGMMgm Resorts International
Recent Activity
Exited
0%
$382,895
8,616 shares@ $44.44 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$368,006
6,631 shares@ $55.5 avg price
STMStmicroelectronics N V
Recent Activity
Exited
0%
$321,114
8,175 shares@ $39.28 avg price
APDAir Prods & Chems Inc
Recent Activity
Exited
0%
$312,143
1,210 shares@ $257.97 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Exited
0%
$298,941
2,051 shares@ $145.76 avg price
GOFGuggenheim Strategic Opportu
Recent Activity
Exited
0%
$290,000
19,450 shares@ $14.92 avg price
ELLauder Estee Cos Inc
Recent Activity
Exited
0%
$245,678
2,309 shares@ $106.41 avg price
IQVIqvia Hldgs Inc
Recent Activity
Exited
0%
$245,482
1,161 shares@ $211.45 avg price