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
201
$970K 0.04%
20,883
+2,616
202
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70,887
-71,845
203
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58,981
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204
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205
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206
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24,243
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207
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-26,640
208
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13,833
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211
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219
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220
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221
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13,617
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222
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95,590
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$752K 0.03%
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-345
224
$751K 0.03%
3,141
+216
225
$743K 0.03%
12,565
+617