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
351
$288K 0.01%
800
-52
352
$284K 0.01%
1,984
+296
353
$284K 0.01%
24,261
-14,851
354
$282K 0.01%
1,546
-77
355
$282K 0.01%
3,221
+36
356
$277K 0.01%
+1,412
357
$274K 0.01%
1,398
358
$274K 0.01%
3,832
+82
359
$268K 0.01%
1,980
+40
360
$266K 0.01%
1,826
-166
361
$263K 0.01%
1,263
+41
362
$263K 0.01%
670
+4
363
$263K 0.01%
+4,490
364
$262K 0.01%
2,908
365
$260K 0.01%
504
-1,094
366
$260K 0.01%
39,591
-35,983
367
$259K 0.01%
2,663
+59
368
$258K 0.01%
9,475
-5,361
369
$258K 0.01%
7,657
-460
370
$258K 0.01%
984
-30
371
$256K 0.01%
1,125
+19
372
$256K 0.01%
2,175
-500
373
$255K 0.01%
+8,411
374
$255K 0.01%
14,030
375
$250K 0.01%
+2,147