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
401
$234K 0.01%
3,536
-220
402
$232K 0.01%
+149
403
$231K 0.01%
9,559
-1,350
404
$231K 0.01%
+8,856
405
$226K 0.01%
22,500
406
$225K 0.01%
1,275
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407
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15,665
-4,560
408
$224K 0.01%
21,106
+1,000
409
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6,651
410
$221K 0.01%
+2,355
411
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852
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412
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+1,528
413
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414
$219K 0.01%
25,805
-1,453
415
$218K 0.01%
22,000
416
$218K 0.01%
8,664
417
$216K 0.01%
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418
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419
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420
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421
$212K 0.01%
21,500
422
$211K 0.01%
1,966
-1,145
423
$211K 0.01%
+2,735
424
$209K 0.01%
+577
425
$208K 0.01%
7,996
-556
15 16
17
18 19