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
151
$1.44M 0.07%
27,928
-4,586
152
$1.44M 0.07%
47,350
153
$1.43M 0.07%
25,602
-6,254
154
$1.41M 0.07%
7,341
+481
155
$1.39M 0.07%
12,852
+111
156
$1.37M 0.06%
15,690
157
$1.37M 0.06%
3,140
+216
158
$1.35M 0.06%
101,627
-5,072
159
$1.34M 0.06%
+48,101
160
$1.34M 0.06%
+148,631
161
$1.32M 0.06%
2,169
-6,084
162
$1.31M 0.06%
88,750
163
$1.3M 0.06%
4,845
+574
164
$1.3M 0.06%
13,764
+2,944
165
$1.28M 0.06%
36,116
+1,840
166
$1.28M 0.06%
4,674
-427
167
$1.25M 0.06%
28,922
-2,621
168
$1.22M 0.06%
+3,714
169
$1.2M 0.06%
20,780
-133
170
$1.17M 0.05%
16,261
+82
171
$1.12M 0.05%
22,621
+3,791
172
$1.09M 0.05%
+10,851
173
$1.08M 0.05%
13,784
-2,260
174
$1.07M 0.05%
2,105
+128
175
$1.03M 0.05%
61,206
-52,293
5 6
7
8 9