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
176
$1.29M 0.05%
20,797
177
$1.25M 0.05%
11,607
+513
178
$1.24M 0.05%
560
+171
179
$1.24M 0.05%
7,526
+675
180
$1.23M 0.05%
3,837
+280
181
$1.22M 0.05%
3,544
+23
182
$1.2M 0.04%
35,746
+1,297
183
$1.19M 0.04%
6,180
+874
184
$1.17M 0.04%
5,978
+562
185
$1.17M 0.04%
6,728
-170
186
$1.15M 0.04%
83,419
-80,111
187
$1.15M 0.04%
13,357
+1,409
188
$1.11M 0.04%
4,297
+192
189
$1.11M 0.04%
92,614
-5,905
190
$1.09M 0.04%
80,210
-91,193
191
$1.09M 0.04%
105,500
+9,000
192
$1.09M 0.04%
19,120
-890
193
$1.07M 0.04%
25,157
-11,896
194
$1.03M 0.04%
20,383
+9,783
195
$1.03M 0.04%
+55,416
196
$1.01M 0.04%
4,424
+191
197
$1M 0.04%
15,554
+7,015
198
$996K 0.04%
4,682
-421
199
$979K 0.04%
60,320
-12,652
200
$974K 0.04%
10,174
+1,748