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FFA

First Foundation Advisors Portfolio holdings

AUM $2.48B
1-Year Est. Return 18.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.74%
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 +$38.6M
2 +$29.7M
3 +$21.8M
4
TPL icon
Texas Pacific Land
TPL
+$16.5M
5
DIS icon
Walt Disney
DIS
+$9.28M

Top Sells

1 +$22.3M
2 +$11.8M
3 +$9.2M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$9.06M
5
CRM icon
Salesforce
CRM
+$8.95M

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
451
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452
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453
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454
-11,628
455
-11,272
456
-22,624
457
-18,566
458
-1,157
459
-1,275
460
-1,681
461
-6,350
462
-2,600
463
-6,109
464
-21,460
465
-1,287
466
-4,242
467
-4,298
468
-25,000