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
401
$220K 0.01%
1,257
-18
402
$220K 0.01%
+278
403
$219K 0.01%
21,608
-7,924
404
$218K 0.01%
8,460
+464
405
$218K 0.01%
+1,474
406
$218K 0.01%
615
+38
407
$217K 0.01%
8,664
408
$217K 0.01%
22,000
409
$216K 0.01%
8,578
-3,158
410
$216K 0.01%
+459
411
$216K 0.01%
+5,295
412
$216K 0.01%
+4,890
413
$215K 0.01%
2,405
414
$215K 0.01%
14,204
-142,893
415
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+1,435
416
$213K 0.01%
11,628
-6,777
417
$211K 0.01%
21,500
418
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419
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1,369
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420
$209K 0.01%
26,008
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421
$207K 0.01%
9,559
422
$207K 0.01%
887
423
$207K 0.01%
8,284
-572
424
$205K 0.01%
+710
425
$201K 0.01%
419
15 16
17
18 19