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
426
$208K 0.01%
+4,501
427
$207K 0.01%
+600
428
$206K 0.01%
+419
429
$206K 0.01%
+3,334
430
$205K 0.01%
+688
431
$205K 0.01%
+4,426
432
$205K 0.01%
+657
433
$204K 0.01%
+367
434
$203K 0.01%
+740
435
$201K 0.01%
+1,855
436
$201K 0.01%
+6,930
437
$201K 0.01%
3,827
+93
438
$198K 0.01%
12,377
-7,185
439
$191K 0.01%
12,771
440
$185K 0.01%
+11,627
441
$168K 0.01%
10,960
-105
442
$132K 0.01%
44,665
443
$88K ﹤0.01%
22,045
+500
444
$85K ﹤0.01%
+1,275
445
$60K ﹤0.01%
117,371
446
$50K ﹤0.01%
10,126
447
$17K ﹤0.01%
562
448
– –
-17,979
449
– –
-8,897
450
– –
-1,727
15 16 17
18
19