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
301
$419K 0.02%
5,460
+230
302
$418K 0.02%
20,366
+1,850
303
$416K 0.02%
+11,798
304
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2,398
-88
305
$405K 0.02%
2,022
-139
306
$404K 0.02%
+1,051
307
$403K 0.02%
5,164
-220
308
$401K 0.02%
27,191
309
$399K 0.01%
15,251
-630
310
$397K 0.01%
1,904
+221
311
$396K 0.01%
1,323
+8
312
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+17,854
313
$395K 0.01%
4,796
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314
$394K 0.01%
15,620
315
$393K 0.01%
5,862
-117
316
$390K 0.01%
2,700
317
$389K 0.01%
18,981
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318
$388K 0.01%
53,332
-12,376
319
$387K 0.01%
12,131
+4,062
320
$382K 0.01%
6,831
-154
321
$381K 0.01%
28,882
-140,910
322
$378K 0.01%
6,825
+94
323
$377K 0.01%
1,181
+36
324
$376K 0.01%
2,240
+211
325
$373K 0.01%
7,207
+1,496
11 12
13
14 15