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
76
$5.42M 0.2%
73,022
+13,392
77
$5.26M 0.2%
498,175
-96,857
78
$5.06M 0.19%
31,334
+806
79
$4.91M 0.18%
232,452
-18,227
80
$4.87M 0.18%
8,450
+1,304
81
$4.63M 0.17%
185,565
+5
82
$4.53M 0.17%
11
83
$4.42M 0.16%
26,894
+2,756
84
$4.31M 0.16%
16,552
+3,263
85
$4.25M 0.16%
60,888
+532
86
$4.1M 0.15%
40,261
+794
87
$4.06M 0.15%
15,696
+2,745
88
$3.97M 0.15%
692,131
-109,795
89
$3.77M 0.14%
77,650
+1,930
90
$3.68M 0.14%
15,555
91
$3.63M 0.14%
80,686
+8
92
$3.54M 0.13%
57,295
+9,614
93
$3.45M 0.13%
8,120
+900
94
$3.42M 0.13%
9,564
-215
95
$3.4M 0.13%
63,789
+2,165
96
$3.32M 0.12%
155,409
+2,170
97
$3.26M 0.12%
34,572
+1,081
98
$3.23M 0.12%
28,136
-25,366
99
$3.22M 0.12%
28,450
+3,434
100
$3.19M 0.12%
22,838
+191
2 3
4
5 6