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
$2.68B
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$16.1M
3
+$14.3M
4
CP icon
Canadian Pacific Kansas City
CP
+$9.2M
5
TXN icon
Texas Instruments
TXN
+$8.76M

Top Sells

1
+$15.1M
2
+$11M
3
+$9.72M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$9.51M
5
PHG icon
Philips
PHG
+$6.96M

Sector Composition

1 Technology 24.59%
2 Communication Services 12.58%
3 Financials 11.1%
4 Consumer Discretionary 10.31%
5 Healthcare 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$734K 0.03%
6,470
+178
227
$732K 0.03%
28,423
-105,903
228
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14,043
+120
229
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230
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63,456
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231
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9,213
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232
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233
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4,762
-1,469
234
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235
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2,074
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236
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238
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239
$682K 0.03%
13,750
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240
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241
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242
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243
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244
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11,600
245
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246
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29,784
-8,191
247
$624K 0.02%
12,314
248
$612K 0.02%
3,896
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249
$608K 0.02%
+1,920
250
$601K 0.02%
7,478
-3,058
8 9
10
11 12