FFA
First Foundation Advisors Portfolio holdings
AUM
$2.7B
1-Year Return
14.09%
This Quarter Return
+9.04%
1 Year Return
+14.09%
3 Year Return
+68.14%
5 Year Return
+114.13%
10 Year Return
+245.76%
AUM
$2.6B
AUM Growth
+$265M
(+11%)
Cap. Flow
+$64.3M
Cap. Flow
% of AUM
2.48%
Top 10 Holdings %
Top 10 Hldgs %
39.09%
Holding
472
New
58
Increased
190
Reduced
160
Closed
24
Top Buys
| 1 |
XLNX
Xilinx Inc
XLNX
|
$15.1M |
| 2 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$12.6M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$11.5M |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$9.8M |
| 5 |
Altria Group
MO
|
$9.76M |
Top Sells
| 1 |
Pfizer
PFE
|
$16.9M |
| 2 |
Comcast
CMCSA
|
$11.3M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$10.9M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$10.7M |
| 5 |
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% |
