Inactive Instrument

ETFs First Foundation Inc.

FFWM

US32026V1044

ETFs positioned on First Foundation Inc.

Name	YTD change	Weight	AuM
SCHWAB U.S. BROAD MARKET ETF - USD	+12.89%	-.--%	44,934 M€
DIMENSIONAL WORLD EQUITY ETF - USD	+13.21%	-.--%	1,674 M€
STATE STREET SPDR S&P REGIONAL BANKING ETF - USD	+9.21%	0.15%	4,605 M€
ISHARES MICRO-CAP ETF - USD	+18.38%	0.08%	1,518 M€
AVANTIS U.S. SMALL CAP EQUITY ETF - USD	+19.70%	0.04%	3,154 M€
INVESCO RAFI US 1500 SMALL-MID ETF - USD	+15.93%	0.03%	2,894 M€
VANGUARD RUSSELL 2000 VALUE ETF - USD	+16.95%	0.03%	1,392 M€
ISHARES RUSSELL 2000 VALUE ETF - USD	+17.18%	0.02%	14,676 M€
INNOVATOR U.S. SMALL CAP MANAGED FLOOR ETF - USD	+11.24%	0.02%	94 M€
CI INVESCO RAFI GLOBAL SMALL-MID ETF - CAD HEDGED	+12.14%	0.02%	3 M€
CI INVESCO RAFI GLOBAL SMALL-MID ETF - USD	+10.11%	0.02%	0 M€
CI INVESCO RAFI GLOBAL SMALL-MID ETF - CAD	0.00%	0.01%	19 M€
GLOBAL X RUSSELL 2000 COVERED CALL ETF - USD	+1.96%	0.01%	1,395 M€
GLOBAL X RUSSELL 2000 COVERED CALL & GROWTH ETF - USD	+6.83%	0.01%	9 M€
ISHARES RUSSELL 2000 ETF - USD	+14.36%	0.01%	82,179 M€
GLOBAL X RUSSELL 2000 ETF - USD	+14.46%	0.01%	1,540 M€
WISDOMTREE U.S. SMALLCAP FUND - USD	+15.23%	0.01%	730 M€
STATE STREET SPDR RUSSELL 2000 U.S. SMALL CAP UCITS ETF - USD	+16.26%	0.01%	5,739 M€
GLOBAL X RUSSELL 2000 ETF (AU) - AUD	+9.40%	0.01%	18 M€
ISHARES U.S. SMALL CAP INDEX ETF (CAD-HEDGED) - CAD	+12.82%	0.01%	520 M€
SCHWAB U.S. SMALL-CAP ETF - USD	+16.05%	0.01%	23,313 M€
VANGUARD EXTENDED MARKET ETF - USD	+12.54%	0.01%	32,130 M€
VANGUARD FINANCIALS ETF - USD	-2.22%	0.01%	13,848 M€
CI GLOBAL CORE PLUS EQUITY ETF - CAD	-.--%	0%	43 M€
CCM GLOBAL EQUITY ETF - USD	+11.84%	0%	1,199 M€
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - USD	+12.95%	0%	97,859 M€
ISHARES CORE S&P TOTAL U.S. STOCK MARKET INDEX ETF - CAD	+17.18%	0%	4,632 M€
ISHARES CORE S&P TOTAL U.S. STOCK MARKET INDEX ETF - USD	+14.38%	0%	5 M€
XTRACKERS PORTFOLIO UCITS ETF 1C - EUR	+9.95%	0%	888 M€
UNLIMITED HFEQ EQUITY LONG/SHORT ETF - USD	+11.53%	0%	19 M€
AVANTIS U.S. EQUITY ETF - USD	+15.92%	0%	14,410 M€
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - USD	+12.74%	0%	692,025 M€
VANGUARD RUSSELL 3000 ETF - USD	+12.73%	0%	4,863 M€
ISHARES CORE S&P U.S. TOTAL MARKET INDEX ETF (CAD-HEDGED) - CAD	+10.66%	0%	375 M€

1 2 3

First Foundation Inc. is a financial services company that provides a comprehensive platform of financial services to individuals, businesses, and other organizations. The Company and its subsidiaries offer personal banking, business banking, and private wealth management services, including investment, trust, insurance, and philanthropy services. Its comprehensive platform of financial services is designed to help each client at any stage in their financial journey. It operates through two segments: Banking and Investment Management and Wealth Planning (Wealth Management). The Banking segment includes the operations of First Foundation Bank (FFB), First Foundation Insurance Services (FFIS), First Foundation Public Finance (FFPF), and Blue Moon Management LLC. The Wealth Management segment includes the operations of First Foundation Advisors (FFA). Through FFB, it offers a range of loan products, deposit products, treasury management products and services, and trust services.

Employees

570

Sector

More about the company

ETFs First Foundation Inc.

Stocks

FFWM

US32026V1044

ETFs positioned on First Foundation Inc.

Company Profile