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
126
$2.4M 0.09%
171,403
-11,053
127
$2.35M 0.09%
37,252
+4,745
128
$2.29M 0.09%
10,425
+63
129
$2.27M 0.09%
163,530
+7,649
130
$2.27M 0.09%
130,788
+4,788
131
$2.26M 0.09%
42,712
+4,144
132
$2.25M 0.09%
169,792
-18,061
133
$2.25M 0.09%
13,051
-2,457
134
$2.18M 0.08%
145,505
-22,422
135
$2.17M 0.08%
12,829
+1,155
136
$2.17M 0.08%
7,233
-1,715
137
$2.17M 0.08%
137,625
-18,648
138
$2.14M 0.08%
138,946
-12,750
139
$2.07M 0.08%
13,995
+763
140
$2.07M 0.08%
6,506
+912
141
$2.05M 0.08%
56,292
-4,884
142
$2.05M 0.08%
125,750
-17,628
143
$2.04M 0.08%
32,299
+1,274
144
$2.03M 0.08%
219,620
+1,170
145
$2.01M 0.08%
138,836
-6,550
146
$1.98M 0.08%
98,576
-78,175
147
$1.95M 0.08%
142,732
-11,892
148
$1.92M 0.07%
112,617
-13,829
149
$1.91M 0.07%
18,366
150
$1.89M 0.07%
49,300
4 5
6
7 8