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
401
$204K 0.01%
25,805
+3,658
402
$203K 0.01%
+6,392
403
$202K 0.01%
906
-10
404
$202K 0.01%
+4,696
405
$201K 0.01%
13,724
+38
406
$201K 0.01%
+5,574
407
$198K 0.01%
14,823
408
$192K 0.01%
13,405
+259
409
$184K 0.01%
16,309
-241,176
410
$169K 0.01%
5,998
-1,603
411
$164K 0.01%
12,460
412
$158K 0.01%
25,600
-5,737
413
$158K 0.01%
12,116
-2,871
414
$153K 0.01%
13,341
415
$149K 0.01%
13,327
416
$118K ﹤0.01%
+15,622
417
$89K ﹤0.01%
10,582
-2,723
418
$87K ﹤0.01%
21,545
419
$78K ﹤0.01%
10,000
420
$60K ﹤0.01%
11,392
-3,596
421
$42K ﹤0.01%
10,126
422
$36K ﹤0.01%
117,371
423
– –
-16,585
424
– –
-1,681
425
– –
-1,265
15 16
17
18 19