FFA

First Foundation Advisors Portfolio holdings

AUM $2.7B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.6B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$12.6M
3
+$11.5M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$9.8M
5
MO icon
Altria Group
MO
+$9.76M

Top Sells

1
+$16.9M
2
+$11.3M
3
+$10.9M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.7M
5
IAU icon
iShares Gold Trust
IAU
+$8.5M

Sector Composition

1 Technology 23.33%
2 Communication Services 12.63%
3 Financials 11.61%
4 Consumer Discretionary 10.14%
5 Healthcare 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$657K 0.03%
6,292
+180
252
$640K 0.02%
2,791
+1,608
253
$639K 0.02%
36,182
+89
254
$632K 0.02%
3,984
-1,953
255
$625K 0.02%
+12,314
256
$625K 0.02%
8,080
+800
257
$619K 0.02%
9,568
+819
258
$619K 0.02%
62,168
+4,860
259
$616K 0.02%
7,778
+100
260
$607K 0.02%
1,042
+176
261
$605K 0.02%
6,344
+454
262
$604K 0.02%
20,618
-11,640
263
$597K 0.02%
2,375
+237
264
$595K 0.02%
8,092
+1,104
265
$594K 0.02%
1,291
+124
266
$585K 0.02%
10,600
-8,454
267
$580K 0.02%
17,470
+2,682
268
$572K 0.02%
3,071
+336
269
$568K 0.02%
3,438
+208
270
$552K 0.02%
1,565
+659
271
$546K 0.02%
3,387
+334
272
$545K 0.02%
+3,117
273
$544K 0.02%
3,750
+1,875
274
$541K 0.02%
3,661
275
$538K 0.02%
+30,153
9 10
11
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