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
151
$1.86M 0.07%
16,474
-312
152
$1.85M 0.07%
24,730
+196
153
$1.82M 0.07%
5,937
+765
154
$1.81M 0.07%
289,429
-83,248
155
$1.77M 0.07%
7,376
+713
156
$1.76M 0.07%
36,890
+2,825
157
$1.68M 0.06%
77,465
-2,287
158
$1.67M 0.06%
10,786
+191
159
$1.66M 0.06%
21,333
-10,913
160
$1.66M 0.06%
3,377
+422
161
$1.64M 0.06%
123,747
+4,768
162
$1.62M 0.06%
10,510
+883
163
$1.61M 0.06%
11,469
-328
164
$1.56M 0.06%
2,799
+52
165
$1.56M 0.06%
5,456
+1,344
166
$1.54M 0.06%
2,810
+378
167
$1.53M 0.06%
37,053
-6,155
168
$1.52M 0.06%
6,839
+3,496
169
$1.5M 0.06%
27,819
-826
170
$1.5M 0.06%
2,381
+309
171
$1.43M 0.06%
52,600
172
$1.43M 0.06%
29,508
-11,293
173
$1.43M 0.05%
32,121
-574
174
$1.41M 0.05%
6,231
+932
175
$1.4M 0.05%
50,380
-4,217
5 6
7
8 9