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
$2.77B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$31.1M
3
+$20M
4
TPL icon
Texas Pacific Land
TPL
+$18.8M
5
CP icon
Canadian Pacific Kansas City
CP
+$8.99M

Top Sells

1
+$22.3M
2
+$11.7M
3
+$10.3M
4
CRM icon
Salesforce
CRM
+$8.83M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$8.32M

Sector Composition

1 Technology 26.15%
2 Communication Services 11.74%
3 Financials 10.81%
4 Consumer Discretionary 9.44%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$528K 0.02%
4,132
+480
252
$522K 0.02%
+25,000
253
$522K 0.02%
12,441
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254
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+3
255
$516K 0.02%
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256
$515K 0.02%
72,000
+10,000
257
$515K 0.02%
4,138
+18
258
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2,110
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259
$504K 0.02%
+6,358
260
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3,798
261
$493K 0.02%
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262
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263
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1,679
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264
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3,188
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265
$474K 0.02%
4,150
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266
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21,314
-7,746
267
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4,244
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268
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+25
269
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1,367
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270
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2,738
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271
$452K 0.02%
25,307
-237
272
$450K 0.02%
1,324
-6
273
$447K 0.02%
4,173
-879
274
$445K 0.02%
+5,826
275
$444K 0.02%
4,937
-233
9 10
11
12 13