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
451
– –
-44,665
452
– –
-657
453
– –
-70,465
454
– –
-4,501
455
– –
-52,600
456
– –
-5,550
457
– –
-1,855
458
– –
-1,658
459
– –
-817
460
– –
-25,000
461
– –
-6,651
462
– –
-955,450
463
– –
-8,643
464
– –
-3,282
465
– –
-10,544
466
– –
-27,340
467
– –
-6,930
468
– –
-55,909
469
– –
-4,700
470
– –
-12,945
471
– –
-3,674
472
– –
-3,827
473
– –
-4,226
474
– –
-2,091
475
– –
-15,530
16 17 18
19
20