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
276
$535K 0.02%
19,645
-4,602
277
$524K 0.02%
+24,150
278
$522K 0.02%
3,145
+2
279
$519K 0.02%
1,905
+387
280
$514K 0.02%
38,052
-657
281
$512K 0.02%
2,161
+169
282
$510K 0.02%
75,574
-139,662
283
$506K 0.02%
+8,539
284
$501K 0.02%
10,750
-23
285
$499K 0.02%
30,846
-1,891
286
$498K 0.02%
8,339
+828
287
$497K 0.02%
65,708
-82,490
288
$493K 0.02%
2,481
+131
289
$491K 0.02%
2,137
-43
290
$481K 0.02%
1,661
-38
291
$477K 0.02%
13,823
+2,798
292
$474K 0.02%
6,702
+993
293
$472K 0.02%
5,693
+1,570
294
$472K 0.02%
8,775
+1,115
295
$464K 0.02%
39,112
-12,822
296
$461K 0.02%
3,236
-881
297
$460K 0.02%
23,453
+12,794
298
$457K 0.02%
6,813
+432
299
$451K 0.02%
1,145
+150
300
$448K 0.02%
18,516
10 11
12
13 14