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
1
$347M 13.38%
1,282,634
+4,830
2
$128M 4.91%
1,018,240
-86,800
3
$90.8M 3.5%
2,694,185
-252,233
4
$87M 3.35%
505,740
+11,820
5
$69.4M 2.67%
199,620
+1,256
6
$69M 2.66%
1,501,778
-101,408
7
$61.5M 2.37%
317,284
+6,619
8
$55.4M 2.13%
151,839
+7,320
9
$54.8M 2.11%
312,008
-2,277
10
$52.1M 2.01%
187,427
-38,439
11
$46.2M 1.78%
909,726
+52,542
12
$45.4M 1.75%
980,459
-30
13
$44M 1.7%
321,377
-1,833
14
$40.5M 1.56%
167,254
+4,280
15
$35.4M 1.36%
284,792
-2,115
16
$33.8M 1.3%
162,481
+1,244
17
$31.3M 1.21%
201,279
+1,951
18
$30.5M 1.18%
130,526
+7,862
19
$28.9M 1.11%
292,039
-5,938
20
$28.2M 1.09%
683,741
-6,560
21
$27.4M 1.05%
683,822
+49,202
22
$27.2M 1.05%
542,398
+19,692
23
$25.7M 0.99%
59,700
+4,844
24
$25.3M 0.98%
103,708
+1,237
25
$23.2M 0.89%
162,448
+1,835
1
2 3 4 5