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
1
$362M 13.5%
1,282,606
-28
2
$137M 5.12%
1,029,720
+11,480
3
$89.5M 3.34%
2,677,515
-16,670
4
$87.6M 3.27%
533,060
+27,320
5
$69.7M 2.6%
205,429
+5,809
6
$68.4M 2.55%
375,731
+213,250
7
$66.2M 2.47%
326,361
+9,077
8
$59.7M 2.23%
422,244
+100,867
9
$57.5M 2.15%
340,001
+27,993
10
$54.9M 2.05%
157,910
+6,071
11
$53.1M 1.98%
194,382
+6,955
12
$52.8M 1.97%
1,166,882
-334,896
13
$51.3M 1.91%
1,010,584
+100,858
14
$45.4M 1.7%
980,477
+18
15
$41.4M 1.54%
172,689
+5,435
16
$35.9M 1.34%
286,681
+1,889
17
$34.3M 1.28%
209,579
+8,300
18
$34.1M 1.27%
1,541,810
+383,070
19
$30.5M 1.14%
136,999
+6,473
20
$29.5M 1.1%
108,602
+4,894
21
$29.3M 1.1%
678,399
-5,342
22
$28.5M 1.07%
717,099
+33,277
23
$27.6M 1.03%
291,475
-564
24
$27M 1.01%
140,685
+45,557
25
$26.6M 0.99%
61,831
+2,131
1
2 3 4 5