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
426
$195K 0.01%
14,803
-23,249
427
$193K 0.01%
20,106
-1,000
428
$183K 0.01%
27,935
-261,494
429
$169K 0.01%
11,528
-1,243
430
$168K 0.01%
10,771
-1,606
431
$148K 0.01%
11,265
+305
432
$143K 0.01%
14,544
-47,624
433
$123K ﹤0.01%
10,066
-23,009
434
$100K ﹤0.01%
22,476
-66,873
435
$80K ﹤0.01%
21,545
-500
436
$63K ﹤0.01%
1,275
437
$58K ﹤0.01%
117,371
438
$41K ﹤0.01%
10,126
439
$24K ﹤0.01%
1,287
+725
440
$1K ﹤0.01%
+136,754
441
– –
-4,426
442
– –
-202,405
443
– –
-47,569
444
– –
-3,445
445
– –
-49,400
446
– –
-8,339
447
– –
-600
448
– –
-15,665
449
– –
-688
450
– –
-2,347
16 17
18
19 20