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
26
$25.4M 0.95%
56,423
+3,029
27
$25.1M 0.94%
10,579
+474
28
$24.8M 0.93%
553,523
+11,125
29
$23M 0.86%
85,050
+2,711
30
$22.7M 0.85%
58,111
+2,607
31
$22.5M 0.84%
78,569
-1,640
32
$21.1M 0.79%
176,589
+4,210
33
$21M 0.78%
162,787
+339
34
$19.8M 0.74%
271,839
+13,292
35
$19.5M 0.73%
52,335
+2,137
36
$19.2M 0.72%
31,385
+2,810
37
$18.9M 0.7%
22,511
+281
38
$18.8M 0.7%
168,060
+5,824
39
$18.5M 0.69%
144,904
+6,491
40
$16.9M 0.63%
223,756
+66,089
41
$16.8M 0.63%
194,989
+3,250
42
$16.5M 0.62%
291,083
+10,646
43
$16.5M 0.61%
223,069
+1,606
44
$16.1M 0.6%
+352,272
45
$16.1M 0.6%
314,871
+68,023
46
$15.9M 0.59%
105,275
+609
47
$15.8M 0.59%
53,776
+2,961
48
$15.3M 0.57%
35,585
+485
49
$14.9M 0.56%
165,423
+4,886
50
$14.1M 0.52%
127,386
+9,975
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