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
326
$320K 0.01%
923
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327
$318K 0.01%
2,482
+225
328
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330
$316K 0.01%
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331
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24,177
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332
$314K 0.01%
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334
$304K 0.01%
4,861
-1,277
335
$303K 0.01%
542
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336
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+15,483
337
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12,021
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338
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339
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4,728
340
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341
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343
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5,380
344
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345
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346
$278K 0.01%
6,090
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347
$277K 0.01%
5,184
+1,236
348
$275K 0.01%
23,494
349
$274K 0.01%
502
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350
$274K 0.01%
5,797
12 13
14
15 16