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
26
$22.5M 0.87%
1,158,740
+330,800
27
$22.2M 0.86%
55,504
+3,137
28
$22.1M 0.85%
127,444
-14,309
29
$22.1M 0.85%
10,105
+540
30
$21.1M 0.81%
53,394
+3,561
31
$19.7M 0.76%
172,379
+12,788
32
$19.6M 0.75%
82,339
+35,466
33
$19.5M 0.75%
162,236
+8,957
34
$19.4M 0.75%
22,230
+823
35
$19.2M 0.74%
50,198
+3,816
36
$19.2M 0.74%
80,209
+53
37
$18.8M 0.72%
258,547
+6,069
38
$18.3M 0.7%
95,128
-498
39
$17.9M 0.69%
138,413
+39,225
40
$17.1M 0.66%
221,463
-5,296
41
$16.5M 0.64%
191,739
+107,653
42
$16M 0.62%
280,437
+1,904
43
$15.8M 0.61%
694,613
+385,833
44
$15.1M 0.58%
+104,666
45
$15.1M 0.58%
28,575
+2,272
46
$15M 0.58%
35,100
-15,715
47
$14.7M 0.57%
50,815
+6,696
48
$14.2M 0.55%
157,667
+48,295
49
$13.5M 0.52%
182,301
+132,353
50
$13.1M 0.51%
117,411
-3,791
1
2
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