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
$2.14B
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
1
$365M 17.07%
1,157,080
-12,427
2
$94.4M 4.41%
715,766
-56,505
3
$57.5M 2.68%
451,996
-20,797
4
$57.4M 2.68%
163,941
-13,983
5
$57.2M 2.67%
367,122
-361
6
$55M 2.57%
128,030
+3,337
7
$54.5M 2.54%
318,155
-24,773
8
$45.8M 2.14%
604,539
+99,427
9
$41.1M 1.92%
639,424
+87,696
10
$33M 1.54%
616,797
+276,953
11
$32.1M 1.5%
63,606
+3,501
12
$31.2M 1.46%
369,916
+420
13
$30.2M 1.41%
325,710
-42,173
14
$27.6M 1.29%
920,149
+276,103
15
$27.5M 1.28%
1,171,080
+520,876
16
$27.4M 1.28%
798,356
-58,277
17
$26.8M 1.25%
67,618
-4,102
18
$26.6M 1.24%
357,193
-54,907
19
$24.1M 1.12%
347,404
+42,040
20
$23M 1.07%
158,508
-14,337
21
$22.5M 1.05%
133,311
-11,781
22
$20.4M 0.95%
372,191
-56,839
23
$19.9M 0.93%
193,462
+2,700
24
$19.9M 0.93%
110,316
-13,028
25
$19.3M 0.9%
352,063
+17,000
1
2 3 4 5