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
101
$3.25M 0.13%
204,037
-24,775
102
$3.19M 0.12%
47,681
-3,381
103
$3.19M 0.12%
74,465
-547
104
$3.18M 0.12%
33,491
-30,028
105
$3.18M 0.12%
234,175
-550,798
106
$3.18M 0.12%
32,165
+201
107
$3.06M 0.12%
54,500
108
$3.06M 0.12%
22,647
+1,705
109
$2.98M 0.11%
193,655
-75,974
110
$2.96M 0.11%
7,220
-737
111
$2.93M 0.11%
12,951
-18,672
112
$2.91M 0.11%
12,602
-1,451
113
$2.85M 0.11%
122,918
+3,098
114
$2.84M 0.11%
121,498
-28,906
115
$2.82M 0.11%
105,047
+2,891
116
$2.8M 0.11%
49,170
-198,419
117
$2.79M 0.11%
77,000
118
$2.77M 0.11%
42,682
+33,125
119
$2.63M 0.1%
50,372
+5,271
120
$2.59M 0.1%
25,016
+2,556
121
$2.55M 0.1%
13,324
-1,070
122
$2.51M 0.1%
32,394
-366
123
$2.48M 0.1%
47,603
+20,733
124
$2.45M 0.09%
157,097
-17,946
125
$2.41M 0.09%
91,758
-16,006
3 4
5
6 7