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
251
$601K 0.02%
7,688
-90
252
$600K 0.02%
32,718
+9,265
253
$600K 0.02%
2,440
+65
254
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255
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3,288
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256
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20,459
-159
257
$582K 0.02%
7,516
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258
$572K 0.02%
41,131
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259
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260
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261
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5,889
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262
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263
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3,319
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264
$554K 0.02%
4,827
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265
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11,783
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266
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267
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268
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269
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270
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3,372
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2,625
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272
$513K 0.02%
7,024
-1,068
273
$508K 0.02%
37,997
-85,750
274
$503K 0.02%
1,925
+3
275
$494K 0.02%
3,368
+223
9 10
11
12 13