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
76
$4.65M 0.22%
52,298
+1,587
77
$4.64M 0.22%
31,845
+5,423
78
$4.51M 0.21%
14,688
+3,114
79
$4.4M 0.21%
131,199
-11,470
80
$3.93M 0.18%
48,486
-35,577
81
$3.87M 0.18%
12,810
-383
82
$3.84M 0.18%
10,716
+2,200
83
$3.7M 0.17%
7,235
+324
84
$3.69M 0.17%
49,249
-778
85
$3.48M 0.16%
826,712
86
$3.47M 0.16%
93,268
-102,001
87
$3.45M 0.16%
13,083
-3,970
88
$3.41M 0.16%
28,999
-4,527
89
$3.36M 0.16%
151,766
+76,048
90
$3.24M 0.15%
8,397
+200
91
$3.22M 0.15%
8,810
+428
92
$3.19M 0.15%
6
93
$3.15M 0.15%
12,601
+547
94
$3.13M 0.15%
17,853
+1,529
95
$3.12M 0.15%
5,587
+295
96
$3.06M 0.14%
30,582
-14,132
97
$3M 0.14%
24,952
-2,724
98
$2.86M 0.13%
37,771
+1,826
99
$2.82M 0.13%
2,526
-290
100
$2.73M 0.13%
29,920
-131
2 3
4
5 6