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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
IVVIshares Tr
Recent Activity
Increased 1.97%
5.31%
$140.794M
244,087 shares@ $576.83 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 2.48%
3.24%
$85.976M
1.445M shares@ $59.51 avg price
IEFAIshares Tr
Recent Activity
Increased 7.08%
2.73%
$72.304M
926,381 shares@ $78.05 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Increased 0.54%
2.13%
$56.346M
498,900 shares@ $112.95 avg price
PRFZInvesco Exchange Traded Fd T
Recent Activity
Increased 2.62%
1.65%
$43.789M
1.054M shares@ $41.56 avg price
IWRIshares Tr
Recent Activity
Increased 7.81%
1.56%
$41.358M
469,235 shares@ $88.14 avg price
LQDIshares Tr
Recent Activity
Increased 14.01%
1.28%
$33.963M
300,611 shares@ $112.98 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 0.79%
1.14%
$30.216M
184,156 shares@ $164.08 avg price
IEMGIshares Inc
Recent Activity
Increased 0.09%
1.13%
$29.809M
519,233 shares@ $57.41 avg price
AGGIshares Tr
Recent Activity
Increased 9.75%
1.06%
$28.049M
276,977 shares@ $101.27 avg price