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
126
$2.18M 0.08%
3,989
+587
127
$2.16M 0.08%
13,306
+1,323
128
$2.15M 0.08%
11,054
+572
129
$2.13M 0.08%
33,507
+145
130
$2.11M 0.08%
23,361
+2,564
131
$2.06M 0.07%
16,279
+2,884
132
$2.03M 0.07%
8,914
+489
133
$2.03M 0.07%
91,701
-23,271
134
$2M 0.07%
1,052
135
$1.97M 0.07%
12,034
-2,430
136
$1.96M 0.07%
41,917
-7,383
137
$1.96M 0.07%
134,828
-24,294
138
$1.92M 0.07%
19,392
+6,213
139
$1.92M 0.07%
50,040
+866
140
$1.88M 0.07%
11,398
-2,297
141
$1.87M 0.07%
6,681
-435
142
$1.85M 0.07%
1,408
-18
143
$1.82M 0.07%
18,366
144
$1.78M 0.06%
9,290
+1,088
145
$1.76M 0.06%
21,577
-8,433
146
$1.76M 0.06%
16,298
-236
147
$1.73M 0.06%
116,855
-14,503
148
$1.72M 0.06%
27,704
-377
149
$1.67M 0.06%
8,206
-790
150
$1.66M 0.06%
8,969
-90
4 5
6
7 8