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
101
$3.23M 0.12%
6,723
+1,771
102
$3.16M 0.11%
77,000
103
$3.14M 0.11%
54,026
+1,674
104
$3.13M 0.11%
50,611
+2,211
105
$3M 0.11%
29,751
-711
106
$2.96M 0.11%
53,159
-797
107
$2.94M 0.11%
9,738
+2,078
108
$2.93M 0.11%
34,025
+197
109
$2.9M 0.1%
149,056
-5,345
110
$2.85M 0.1%
18,012
+2,432
111
$2.81M 0.1%
11,385
-1,813
112
$2.81M 0.1%
34,064
-68
113
$2.81M 0.1%
16,772
+127
114
$2.78M 0.1%
10,212
+1,864
115
$2.74M 0.1%
46,248
-8,252
116
$2.64M 0.1%
26,320
+1,248
117
$2.58M 0.09%
4,640
+675
118
$2.57M 0.09%
31,305
+5,789
119
$2.46M 0.09%
102,020
-3,266
120
$2.46M 0.09%
23,152
+4,356
121
$2.42M 0.09%
32,941
-127
122
$2.34M 0.08%
137,890
+15,000
123
$2.31M 0.08%
11,274
-4,928
124
$2.25M 0.08%
6,172
+649
125
$2.19M 0.08%
16,312
+3,917
3 4
5
6 7