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
176
$1.39M 0.05%
24,743
+514
177
$1.37M 0.05%
34,449
+4,386
178
$1.37M 0.05%
5,052
179
$1.37M 0.05%
36,968
+15
180
$1.35M 0.05%
6,898
-1,549
181
$1.34M 0.05%
150,775
-48,707
182
$1.33M 0.05%
11,236
-4,384
183
$1.33M 0.05%
3,521
-726
184
$1.33M 0.05%
52,978
+17,679
185
$1.33M 0.05%
24,411
+8,768
186
$1.31M 0.05%
6,851
-873
187
$1.3M 0.05%
16,757
+848
188
$1.3M 0.05%
20,010
+3,970
189
$1.3M 0.05%
12,317
-3,019
190
$1.28M 0.05%
+11,046
191
$1.25M 0.05%
11,094
+1,268
192
$1.24M 0.05%
5,103
-1,186
193
$1.22M 0.05%
9,813
+825
194
$1.21M 0.05%
12,644
+1,168
195
$1.19M 0.05%
5,416
+656
196
$1.19M 0.05%
72,972
-28,602
197
$1.18M 0.05%
3,241
+279
198
$1.18M 0.05%
98,519
-7,271
199
$1.17M 0.04%
15,909
+156
200
$1.16M 0.04%
5,306
+462
6 7
8
9 10