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
151
$1.71M 0.06%
22,805
+1,472
152
$1.67M 0.06%
11,172
-297
153
$1.64M 0.06%
5,580
+124
154
$1.6M 0.06%
78,549
+1,084
155
$1.59M 0.06%
23,748
-982
156
$1.56M 0.06%
16,356
+3,712
157
$1.52M 0.06%
62,226
+29,602
158
$1.5M 0.06%
5,483
+431
159
$1.5M 0.06%
5,372
+3,467
160
$1.49M 0.06%
6,688
-151
161
$1.47M 0.05%
2,422
-377
162
$1.45M 0.05%
26,883
+2,472
163
$1.45M 0.05%
27,553
-266
164
$1.45M 0.05%
92,296
-111,741
165
$1.45M 0.05%
26,750
+2,007
166
$1.42M 0.05%
12,285
-32
167
$1.4M 0.05%
11,803
+1,990
168
$1.39M 0.05%
17,726
+1,817
169
$1.39M 0.05%
55,400
+2,422
170
$1.38M 0.05%
36,968
171
$1.38M 0.05%
32,754
+633
172
$1.35M 0.05%
49,364
-1,016
173
$1.33M 0.05%
11,275
+229
174
$1.32M 0.05%
73,605
+43,452
175
$1.31M 0.05%
11,416
+180
5 6
7
8 9