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
201
$1.15M 0.04%
4,105
-118
202
$1.14M 0.04%
20,797
+1,921
203
$1.14M 0.04%
121,465
204
$1.14M 0.04%
3,674
+346
205
$1.14M 0.04%
67,300
-6,118
206
$1.11M 0.04%
93,179
-4,003
207
$1.05M 0.04%
3,557
+76
208
$1.02M 0.04%
4,233
+95
209
$1.02M 0.04%
96,500
+31,000
210
$1.02M 0.04%
11,948
-872
211
$1.01M 0.04%
35,246
+18,375
212
$1.01M 0.04%
4,226
+166
213
$893K 0.03%
5,131
-1,411
214
$888K 0.03%
47,569
-15,739
215
$886K 0.03%
2,335
-600
216
$869K 0.03%
6,199
+562
217
$868K 0.03%
23,648
218
$866K 0.03%
27,394
-7,832
219
$862K 0.03%
3,191
+692
220
$859K 0.03%
18,267
+453
221
$854K 0.03%
+389
222
$854K 0.03%
32,624
-1,349
223
$849K 0.03%
8,643
+4,117
224
$848K 0.03%
10,536
-5,906
225
$846K 0.03%
1,598
-535
7 8
9
10 11