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
51
$13M 0.5%
160,537
-49,542
52
$12.6M 0.49%
+246,848
53
$12.4M 0.48%
183,848
-107,061
54
$12.2M 0.47%
914,315
-11,331
55
$11.9M 0.46%
250,164
+204,732
56
$11.5M 0.44%
+395,467
57
$11.2M 0.43%
199,344
-2,734
58
$9.93M 0.38%
164,244
+8,036
59
$9.72M 0.37%
211,283
+44,206
60
$9.72M 0.37%
955,450
61
$9.41M 0.36%
+345,947
62
$9.28M 0.36%
65,469
+8,215
63
$8.44M 0.33%
69,160
-7,540
64
$8.39M 0.32%
21,317
+519
65
$8.06M 0.31%
+189,326
66
$7.97M 0.31%
127,286
+9,227
67
$7.92M 0.31%
43,523
+779
68
$7.65M 0.29%
219,107
+153,496
69
$7.46M 0.29%
190,505
-431,754
70
$6.83M 0.26%
67,127
+18,879
71
$6.7M 0.26%
80,337
+8,729
72
$6.37M 0.25%
595,032
-49,332
73
$6.17M 0.24%
53,502
-9,733
74
$5.95M 0.23%
55,703
+1,849
75
$5.67M 0.22%
139,010
+75,265
1 2
3
4 5