FFAM

Forge First Asset Management Portfolio holdings

AUM $272M
1-Year Est. Return 26%
This Quarter Est. Return
1 Year Est. Return
+26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
-$49.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$8.41M
2 +$5.46M
3 +$5.27M
4
TSM icon
TSMC
TSM
+$4.49M
5
CHKP icon
Check Point Software Technologies
CHKP
+$4.47M

Top Sells

1 +$11.8M
2 +$10.8M
3 +$9.14M
4
CBOE icon
Cboe Global Markets
CBOE
+$8.81M
5
AGX icon
Argan
AGX
+$7.16M

Sector Composition

1 Industrials 33.23%
2 Technology 25.42%
3 Communication Services 8.07%
4 Financials 3.82%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0