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
201
$768K 0.04%
1,745
+114
202
$767K 0.04%
2,818
-471
203
$760K 0.04%
6,875
-717
204
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8,148
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205
$758K 0.04%
8,591
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206
$757K 0.04%
681
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207
$755K 0.04%
11,030
+2,301
208
$754K 0.04%
+28,250
209
$742K 0.03%
2,715
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210
$739K 0.03%
76,590
-1,078
211
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2,581
+201
212
$699K 0.03%
21,560
+1,092
213
$698K 0.03%
7,678
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214
$693K 0.03%
+14,647
215
$691K 0.03%
6,736
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216
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4,531
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4,777
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218
$652K 0.03%
4,279
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219
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16,075
220
$643K 0.03%
3,270
-301
221
$642K 0.03%
140,163
222
$637K 0.03%
5,304
+571
223
$635K 0.03%
29,356
+408
224
$632K 0.03%
7,434
+59
225
$627K 0.03%
15,981
+683
7 8
9
10 11