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
376
$280K 0.01%
+1,106
377
$278K 0.01%
5,711
+955
378
$276K 0.01%
2,347
+333
379
$276K 0.01%
14,030
-5,560
380
$274K 0.01%
3,750
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381
$273K 0.01%
1,896
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382
$270K 0.01%
2,255
+174
383
$268K 0.01%
+25,000
384
$259K 0.01%
3,282
-11
385
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+3,174
386
$258K 0.01%
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387
$257K 0.01%
4,910
388
$256K 0.01%
+5,797
389
$255K 0.01%
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390
$254K 0.01%
+6,059
391
$252K 0.01%
1,222
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392
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+1,270
393
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394
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395
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12,945
396
$239K 0.01%
+2,604
397
$236K 0.01%
+10,544
398
$235K 0.01%
+962
399
$235K 0.01%
+1,518
400
$234K 0.01%
13,615
+36
14 15
16
17 18