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
351
$273K 0.01%
1,131
+82
352
$268K 0.01%
6,122
-1,167
353
$268K 0.01%
+1,663
354
$267K 0.01%
2,908
355
$264K 0.01%
2,085
+533
356
$264K 0.01%
7,069
-782
357
$263K 0.01%
+1,919
358
$261K 0.01%
21,343
-4,522
359
$257K 0.01%
12,151
+2,249
360
$256K 0.01%
+6,663
361
$256K 0.01%
27,778
-13,678
362
$255K 0.01%
8,588
+46
363
$255K 0.01%
17,230
+32
364
$254K 0.01%
+5,172
365
$250K 0.01%
936
+58
366
$245K 0.01%
7,951
367
$244K 0.01%
11,267
-3,984
368
$242K 0.01%
16,747
369
$242K 0.01%
+2,983
370
$240K 0.01%
+7,176
371
$239K 0.01%
3,152
+137
372
$237K 0.01%
1,249
+174
373
$237K 0.01%
2,174
+177
374
$236K 0.01%
9,915
-633
375
$233K 0.01%
26,864
+5,361
13 14
15
16 17