First Foundation Advisors
CIK Number: 0001086763
2.66B
Market Value
318
# of Holdings
23 months
Avg. Holding Period
38.42%
Win Rate
5.08%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corpo... | 367.54 | -1.1% | 1.04M | -0.52% | 439.44M | 46.72 | 16.53% |
| 2 | IVV | iShares Core S&... | 528.98 | +0.16% | 266.3K | +9.10% | 156.77M | 454.15 | 5.90% |
| 3 | GOOG | Alphabet Inc. | 153.31 | -1.41% | 541.43K | -3.31% | 103.11M | 47.7 | 3.88% |
| 4 | MOAT | VanEck Mornings... | 81.15 | +0.61% | 1.1M | +3.72% | 102.08M | 77.64 | 3.84% |
| 5 | JEPI | JPMorgan Equity... | 53.74 | +0.24% | 1.6M | +10.50% | 91.84M | 56.3 | 3.46% |
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