FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
-$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.2M
3
+$9.11M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$8.29M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$7.54M

Top Sells

1
+$48.8M
2
+$15.9M
3
+$12.1M
4
DPZ icon
Domino's
DPZ
+$11.9M
5
MGM icon
MGM Resorts International
MGM
+$11.6M

Sector Composition

1 Technology 27.85%
2 Financials 9.71%
3 Healthcare 6.99%
4 Communication Services 6.22%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$161K 0.01%
24,375
-3,020
402
$148K 0.01%
11,018
403
$141K 0.01%
14,615
404
$135K 0.01%
21,000
405
$128K 0.01%
15,223
-6,603
406
$124K 0.01%
12,705
407
$93.5K ﹤0.01%
12,304
-5,971
408
$92.8K ﹤0.01%
10,000
409
$92K ﹤0.01%
20,000
410
$88.1K ﹤0.01%
10,446
411
$79.1K ﹤0.01%
10,000
-187
412
$64.1K ﹤0.01%
12,761
413
$60.3K ﹤0.01%
10,860
-2,946
414
$59K ﹤0.01%
10,000
415
$55.7K ﹤0.01%
16,625
416
$55.7K ﹤0.01%
11,000
417
$47.9K ﹤0.01%
10,105
+105
418
$45.4K ﹤0.01%
20,923
419
$45.3K ﹤0.01%
15,000
420
$43K ﹤0.01%
117,371
421
$32.2K ﹤0.01%
+267
422
$18.1K ﹤0.01%
1,500
423
$5.38K ﹤0.01%
24
424
– –
-591
425
– –
-2,227
14 15 16
17
18