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
126
$2.19M 0.08%
3,524
+714
127
$2.19M 0.08%
152,061
-41,594
128
$2.12M 0.08%
26,954
+10,197
129
$2.01M 0.08%
136,237
-9,268
130
$2.01M 0.07%
8,326
-4,276
131
$1.98M 0.07%
130,266
-8,680
132
$1.97M 0.07%
105,277
+230
133
$1.96M 0.07%
76,699
-15,059
134
$1.95M 0.07%
37,515
-10,088
135
$1.94M 0.07%
135,404
-3,432
136
$1.93M 0.07%
4,765
+1,524
137
$1.91M 0.07%
33,228
+929
138
$1.89M 0.07%
3,039
+658
139
$1.89M 0.07%
56,625
+333
140
$1.89M 0.07%
+199,498
141
$1.88M 0.07%
32,024
-5,228
142
$1.86M 0.07%
33,254
-15,916
143
$1.85M 0.07%
18,366
144
$1.83M 0.07%
8,311
+935
145
$1.81M 0.07%
6,104
-1,129
146
$1.8M 0.07%
49,300
147
$1.8M 0.07%
16,474
148
$1.77M 0.07%
12,204
+1,418
149
$1.77M 0.07%
89,740
-8,836
150
$1.77M 0.07%
9,159
-4,165
4 5
6
7 8