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
326
$385K 0.01%
+558
327
$385K 0.01%
15,881
-3,664
328
$383K 0.01%
2,486
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329
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24,140
-7,272
330
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331
$377K 0.01%
6,341
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332
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334
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335
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336
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337
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338
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339
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340
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345
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346
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469
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347
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3,021
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348
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1,875
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349
$327K 0.01%
+4,500
350
$327K 0.01%
2,675
12 13
14
15 16