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FFM

Forager Funds Management Portfolio holdings

AUM $61.3M
1-Year Est. Return 30.64%
This Fund
S&P 500
This Quarter Est. Return
-0.16%
1 Year Est. Return
-30.64%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$61.3M
AUM Growth
-$2.13M
Cap. Flow
+$1.07M
Cap. Flow %
1.74%
Top 10 Hldgs %
60.81%
Holding
26
New
1
Increased
8
Reduced
5
Closed
4

Top Buys

1
TASK icon
TaskUs
TASK
+$2.65M
2
ZETA icon
Zeta Global
ZETA
+$1.15M
3
ADSK icon
Autodesk
ADSK
+$945K
4
INMD icon
InMode
INMD
+$837K
5
LPRO icon
Open Lending Corp
LPRO
+$751K

Top Sells

1
CELH icon
Celsius Holdings
CELH
+$3.01M
2
BMTX
BM Technologies, Inc.
BMTX
+$1.02M
3
FREE
Whole Earth Brands, Inc. Class A Common Stock
FREE
+$475K
4
IBP icon
Installed Building Products
IBP
+$472K
5
POWW icon
Outdoor Holding Co
POWW
+$417K

Sector Composition

1 Technology 37.99%
2 Industrials 19.34%
3 Communication Services 11.97%
4 Consumer Discretionary 11.42%
5 Healthcare 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FREE
26
DELISTED
Whole Earth Brands, Inc. Class A Common Stock
FREE
– –
-76,622
Closed -$475K
1
2

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