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
51
$11.7M 0.55%
333,751
-24,395
52
$10.8M 0.5%
260,018
+109,406
53
$10.5M 0.49%
242,530
-54,150
54
$10.1M 0.47%
175,441
+159,025
55
$10M 0.47%
109,706
+46,759
56
$9.64M 0.45%
118,953
-111,142
57
$9.6M 0.45%
16,990
+1,290
58
$9.4M 0.44%
28,980
+823
59
$9.32M 0.44%
325,072
+18,817
60
$9.17M 0.43%
30,537
-162,513
61
$8.6M 0.4%
225,209
+33,184
62
$8.26M 0.39%
53,006
+1,613
63
$8.19M 0.38%
62,596
-416
64
$7.69M 0.36%
19,572
-925
65
$7.04M 0.33%
30,595
-1,268
66
$6.74M 0.31%
133,615
-50,367
67
$6.63M 0.31%
24,933
+2,063
68
$6.62M 0.31%
79,710
+3,450
69
$6.31M 0.29%
12,371
+794
70
$6.15M 0.29%
439,232
71
$5.87M 0.27%
41,405
+32,519
72
$5.83M 0.27%
576,524
-17,579
73
$5.67M 0.26%
170,952
+10,415
74
$4.84M 0.23%
70,185
+11,869
75
$4.71M 0.22%
94,304
-11,961
1 2
3
4 5