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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
ENBEnbridge Inc
Recent Activity
New Position
0.02%
$270,950
6,672 shares@ $40.62 avg price
IYRIshares Tr
Recent Activity
New Position
0.02%
$268,721
2,638 shares@ $101.87 avg price
SLBSchlumberger Ltd
Recent Activity
New Position
0.01%
$255,895
6,100 shares@ $41.95 avg price
SQBlock Inc
Recent Activity
New Position
0.01%
$224,348
3,342 shares@ $67.13 avg price
HTGCHercules Capital Inc
Recent Activity
New Position
0.01%
$224,092
11,410 shares@ $19.64 avg price
VBVanguard Index Fds
Recent Activity
New Position
0.01%
$215,624
909 shares@ $237.22 avg price
XLPSelect Sector Spdr Tr
Recent Activity
New Position
0.01%
$204,263
2,461 shares@ $83.0 avg price
OEFIshares Tr
Recent Activity
New Position
0.01%
$200,651
725 shares@ $276.76 avg price
ITIIteris Inc New
Recent Activity
New Position
0.01%
$192,780
27,000 shares@ $7.14 avg price
XNEAXNuveen Amt Free Qlty Mun Inc
Recent Activity
New Position
0.01%
$159,931
13,361 shares@ $11.97 avg price