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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
IWMIshares Tr
Recent Activity
Increased 4.38%
0.88%
$23.359M
105,748 shares@ $220.9 avg price
IWFIshares Tr
Recent Activity
Increased 2.86%
0.86%
$22.567M
60,119 shares@ $375.38 avg price
AGGYWisdomtree Tr
Recent Activity
Increased 4.68%
0.74%
$19.391M
433,695 shares@ $44.72 avg price
QCOMQualcomm Inc
Recent Activity
Increased 0.33%
0.72%
$18.876M
111,001 shares@ $170.06 avg price
IEFIshares Tr
Recent Activity
Increased 8.36%
0.65%
$17.223M
175,527 shares@ $98.12 avg price
XCEMColumbia Etf Tr Ii
Recent Activity
Increased 20.3%
0.57%
$15.045M
460,512 shares@ $32.67 avg price
GALSsga Active Etf Tr
Recent Activity
Increased 12.26%
0.57%
$14.991M
329,262 shares@ $45.53 avg price
ITOTIshares Tr
Recent Activity
Increased 1.22%
0.56%
$14.712M
117,112 shares@ $125.62 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 1.56%
0.53%
$13.86M
77,359 shares@ $179.16 avg price
CMECme Group Inc
Recent Activity
Increased 12.18%
0.53%
$13.858M
62,805 shares@ $220.65 avg price