FFM
Forum Financial Management Portfolio holdings
AUM $6.04B
AUM
$6.04B
AUM Growth
+$6.03M (+0.1%)
Cap. Flow
+$288M
Cap. Flow % of AUM
4.77%
Top 10 Holdings %Top 10 Hldgs %
76.67%
Holding
1,008
New
117
Increased
368
Reduced
277
Closed
140
Top Buys
| 1 | $109M | |
| 2 | $70.3M | |
| 3 | $21.4M | |
| 4 | $14M | |
| 5 | $10M |
Top Sells
| 1 | $7.11M | |
| 2 | $7M | |
| 3 | $6.46M | |
| 4 | $5.72M | |
| 5 | $4.64M |
Sector Composition
| 1 | Technology | 4.03% |
| 2 | Healthcare | 3.32% |
| 3 | Financials | 2.66% |
| 4 | Communication Services | 1.49% |
| 5 | Consumer Discretionary | 1.22% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $891K | 0.01% | 622 -1 | -0.2% | -$1.43K | |||
| $887K | 0.01% | 9,793 -182 | -2% | -$16.5K | |||
| $883K | 0.01% | 3,853 | New | +$883K | |||
| $878K | 0.01% | 5,090 +22 | +0.4% | +$3.8K | |||
| $871K | 0.01% | 32,208 -100 | -0.3% | -$2.71K | |||
| $857K | 0.01% | 1,410 +45 | +3% | +$27.4K | |||
| $855K | 0.01% | 20,659 -779 | -4% | -$32.2K | |||
| $854K | 0.01% | 20,424 +1,351 | +7% | +$56.5K | |||
| $852K | 0.01% | 8,863 | – | – | |||
| $837K | 0.01% | 16,496 | New | +$837K | |||
| $832K | 0.01% | 42,049 +3,057 | +8% | +$60.5K | |||
| $820K | 0.01% | 4,797 +229 | +5% | +$39.2K | |||
| $816K | 0.01% | 12,020 -1,009 | -8% | -$68.5K | |||
| $814K | 0.01% | 3,203 -636 | -17% | -$162K | |||
| $810K | 0.01% | 3,871 +20 | +0.5% | +$4.19K | |||
| $808K | 0.01% | 13,483 -5,228 | -28% | -$313K | |||
| $806K | 0.01% | 8,371 +2 | +0% | +$193 | |||
| $800K | 0.01% | 23,382 -27 | -0.1% | -$924 | |||
| $798K | 0.01% | 10,956 +136 | +1% | +$9.91K | |||
| $793K | 0.01% | 4,962 +2 | +0% | +$320 | |||
| $790K | 0.01% | 17,256 -82 | -0.5% | -$3.75K | |||
| $785K | 0.01% | 8,055 | – | – | |||
| $784K | 0.01% | 3,212 -34 | -1% | -$8.3K | |||
| $778K | 0.01% | 12,369 +65 | +0.5% | +$4.09K | |||
| $778K | 0.01% | 18,898 +12 | +0.1% | +$494 |
