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
76
$5.61M 0.22%
250,679
+37,829
77
$5.37M 0.21%
51,237
+6,692
78
$5.32M 0.21%
16,694
+232
79
$5.05M 0.19%
252,280
-1,960
80
$5.03M 0.19%
30,528
+513
81
$4.75M 0.18%
801,926
-37,567
82
$4.66M 0.18%
294,199
-60,126
83
$4.61M 0.18%
11
84
$4.6M 0.18%
185,560
+143
85
$4.46M 0.17%
59,630
+14,491
86
$4.2M 0.16%
335,946
-68,020
87
$4.18M 0.16%
7,146
+3,398
88
$4.16M 0.16%
60,356
+87
89
$4.02M 0.16%
39,467
-13,693
90
$4M 0.15%
24,138
-979
91
$3.87M 0.15%
13,289
+1,338
92
$3.69M 0.14%
15,555
93
$3.61M 0.14%
75,720
-210
94
$3.51M 0.14%
193,984
-7,794
95
$3.47M 0.13%
9,779
-189
96
$3.46M 0.13%
134,326
-35,288
97
$3.34M 0.13%
202,405
-82,951
98
$3.3M 0.13%
153,239
+40,231
99
$3.29M 0.13%
80,678
-6
100
$3.29M 0.13%
61,624
+7,524
2 3
4
5 6