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
51
$13.7M 0.5%
142,347
-26,534
52
$13.5M 0.49%
148,298
+17,548
53
$13.5M 0.49%
871,264
54
$12.9M 0.47%
34,430
+950
55
$12.2M 0.44%
38,178
-16,998
56
$11.8M 0.43%
226,132
-15,767
57
$11M 0.4%
236,917
+1,516
58
$10.8M 0.39%
77,840
-3,560
59
$10.5M 0.38%
103,863
+14,040
60
$10.1M 0.37%
17,555
-260
61
$9.73M 0.35%
356,530
+49,030
62
$9.19M 0.33%
208,989
-265,630
63
$9.05M 0.33%
44,982
+254
64
$8.43M 0.3%
20,305
+596
65
$8.3M 0.3%
160,427
-5,166
66
$7.61M 0.27%
70,187
-5,061
67
$7.57M 0.27%
231,277
+12,008
68
$7.12M 0.26%
70,244
-14,327
69
$7.02M 0.25%
126,344
-37,707
70
$6.82M 0.25%
98,058
-4,126
71
$6.09M 0.22%
104,757
-4,528
72
$5.71M 0.21%
35,043
-10,247
73
$5.69M 0.21%
168,005
+4,586
74
$5.59M 0.2%
31,542
+477
75
$5.45M 0.2%
141,837
+3,811
1 2
3
4 5