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
276
$493K 0.02%
3,830
+594
277
$487K 0.02%
8,176
+3,439
278
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+4,042
279
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280
$474K 0.02%
5,693
281
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-2,099
282
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6,641
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283
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1,662
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284
$462K 0.02%
8,775
285
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+8,001
286
$462K 0.02%
24,150
287
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25,849
-10,333
288
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674
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289
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2,320
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290
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+5,997
291
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5,470
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292
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892
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293
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294
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13,507
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295
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579
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296
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16,026
297
$425K 0.02%
17,620
-9,774
298
$425K 0.02%
4,728
+182
299
$420K 0.02%
4,191
+85
300
$420K 0.02%
2,047
+432
10 11
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