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
51
$13.6M 0.51%
186,153
+3,852
52
$13.5M 0.5%
296,088
+45,924
53
$13.1M 0.49%
198,833
+14,985
54
$12.5M 0.47%
72,379
-55,065
55
$11.5M 0.43%
251,904
+40,621
56
$11.5M 0.43%
215,109
+15,765
57
$10.7M 0.4%
79,880
+10,720
58
$10.4M 0.39%
354,157
+8,210
59
$9.91M 0.37%
871,264
-43,051
60
$9.2M 0.34%
+141,416
61
$9.19M 0.34%
171,394
+7,150
62
$8.66M 0.32%
45,347
+1,824
63
$8.48M 0.32%
69,734
+4,265
64
$8.2M 0.31%
20,785
-532
65
$7.89M 0.29%
325,205
-70,262
66
$7.71M 0.29%
124,268
-3,018
67
$7.48M 0.28%
73,496
+6,369
68
$7.48M 0.28%
218,781
-326
69
$7.33M 0.27%
86,439
+6,102
70
$7.3M 0.27%
169,753
-20,752
71
$6.47M 0.24%
59,641
+3,938
72
$6.02M 0.22%
290,470
+38,190
73
$5.98M 0.22%
161,229
+22,219
74
$5.76M 0.21%
56,755
+5,518
75
$5.75M 0.21%
17,529
+835
1 2
3
4 5