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
376
$231K 0.01%
3,528
+74
377
$229K 0.01%
2,718
+59
378
$224K 0.01%
22,500
379
$222K 0.01%
+2,828
380
$222K 0.01%
658
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381
$221K 0.01%
1,885
-32
382
$220K 0.01%
+2,544
383
$219K 0.01%
11,154
-27
384
$218K 0.01%
629
385
$217K 0.01%
1,762
-206
386
$217K 0.01%
3,050
387
$217K 0.01%
4,852
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388
$215K 0.01%
4,481
-1,609
389
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4,731
-7,267
390
$211K 0.01%
+1,241
391
$211K 0.01%
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392
$208K 0.01%
16,942
-4,402
393
$208K 0.01%
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394
$208K 0.01%
887
-37
395
$208K 0.01%
503
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396
$205K 0.01%
419
397
$205K 0.01%
+2,750
398
$204K 0.01%
+679
399
$204K 0.01%
1,158
-359
400
$204K 0.01%
8,598
-3,998
14 15
16
17 18