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
26
$19M 0.89%
91,391
-17,308
27
$18.8M 0.88%
169,540
+14,506
28
$18.5M 0.86%
83,973
-25,260
29
$18.3M 0.86%
398,585
-62,476
30
$17.9M 0.83%
89,200
-7,730
31
$17.8M 0.83%
373,110
-26,308
32
$17.5M 0.82%
472,886
-68,552
33
$17.1M 0.8%
517,428
+45,203
34
$17.1M 0.8%
317,340
-20,959
35
$16.6M 0.78%
297,786
+21,373
36
$15.6M 0.73%
371,340
-2,766
37
$15M 0.7%
108,054
+7,680
38
$14.8M 0.69%
92,774
+143
39
$14.6M 0.68%
82,679
+76
40
$14.3M 0.67%
152,281
-8,382
41
$13.9M 0.65%
204,696
+52,879
42
$13.5M 0.63%
67,220
-27,275
43
$13.1M 0.61%
293,010
-405
44
$12.9M 0.6%
260,598
-3,327
45
$12.8M 0.6%
136,182
+49,252
46
$12.6M 0.59%
605,235
-124,250
47
$12.5M 0.58%
122,548
+44,844
48
$12.3M 0.58%
82,595
+1,664
49
$12M 0.56%
28,077
+4,048
50
$11.9M 0.55%
31,827
-2,902
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