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
126
$1.99M 0.09%
52,200
-24,800
127
$1.88M 0.09%
11,077
-1,563
128
$1.83M 0.09%
18,899
+1,985
129
$1.82M 0.09%
32,666
130
$1.78M 0.08%
47,070
+9,360
131
$1.74M 0.08%
100,505
-50,744
132
$1.71M 0.08%
52,662
+10,000
133
$1.7M 0.08%
207,332
+20,482
134
$1.69M 0.08%
11,145
+4,348
135
$1.66M 0.08%
58,537
+10,161
136
$1.65M 0.08%
4,029
+21
137
$1.59M 0.07%
25,440
-1,900
138
$1.59M 0.07%
38,763
-6,229
139
$1.58M 0.07%
1,592
+47
140
$1.56M 0.07%
37,139
-1,435
141
$1.53M 0.07%
38,063
-23
142
$1.53M 0.07%
8,281
-928
143
$1.53M 0.07%
20,457
-12,026
144
$1.48M 0.07%
5,189
-29
145
$1.47M 0.07%
13,916
+2,937
146
$1.47M 0.07%
29,515
+4,780
147
$1.47M 0.07%
33,193
-1,245
148
$1.46M 0.07%
48,993
+31,532
149
$1.45M 0.07%
79,201
+7,501
150
$1.45M 0.07%
73,009
-46,130
4 5
6
7 8