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
101
$3.04M 0.11%
171,330
-22,654
102
$3.04M 0.11%
30,862
-1,303
103
$3.03M 0.11%
54,500
104
$3.01M 0.11%
71,373
-3,092
105
$2.99M 0.11%
47,498
+4,816
106
$2.78M 0.1%
77,000
107
$2.76M 0.1%
222,679
-11,496
108
$2.69M 0.1%
50,952
+580
109
$2.63M 0.1%
133,751
-560,862
110
$2.62M 0.1%
13,864
+1,035
111
$2.58M 0.1%
122,890
-28
112
$2.51M 0.09%
205,255
-130,691
113
$2.49M 0.09%
158,808
-135,391
114
$2.48M 0.09%
45,545
+2,833
115
$2.47M 0.09%
16,400
+2,405
116
$2.46M 0.09%
7,440
+1,503
117
$2.35M 0.09%
4,348
+971
118
$2.34M 0.09%
13,989
+938
119
$2.32M 0.09%
+91,543
120
$2.29M 0.09%
132,000
+1,212
121
$2.28M 0.09%
39,080
+2,190
122
$2.25M 0.08%
7,520
+1,014
123
$2.25M 0.08%
13,708
+3,198
124
$2.23M 0.08%
10,497
+72
125
$2.22M 0.08%
32,662
+268
3 4
5
6 7