FFM

Forum Financial Management Portfolio holdings

AUM $6.04B
This Quarter Return
+0.53%
1 Year Return
+5.36%
3 Year Return
+13.52%
5 Year Return
–
10 Year Return
–
AUM
$6.04B
AUM Growth
+$6.03M
Cap. Flow
+$10.1M
Cap. Flow %
0.17%
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

1Technology4.01%
2Healthcare3.32%
3Financials2.66%
4Communication Services1.5%
5Consumer Discretionary1.24%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$891K0.01% 622
-1
-0.2%
-$1.43K
$887K0.01% 9,793
-182
-2%
-$16.5K
$883K0.01%
+3,853
 New
+$883K
$878K0.01% 5,090
+22
+0.4%
+$3.8K
$871K0.01% 32,208
-100
-0.3%
-$2.71K
$857K0.01% 1,410
+45
+3%
+$27.4K
$855K0.01% 20,659
-779
-4%
-$32.2K
$854K0.01% 20,424
+1,351
+7%
+$56.5K
$852K0.01% 8,863––
$837K0.01%
+16,496
 New
+$837K
$832K0.01% 42,049
+3,057
+8%
+$60.5K
$820K0.01% 4,797
+229
+5%
+$39.2K
$816K0.01% 12,020
-1,009
-8%
-$68.5K
$814K0.01% 3,203
-636
-17%
-$162K
$810K0.01% 3,871
+20
+0.5%
+$4.19K
$808K0.01% 13,483
-5,228
-28%
-$313K
$806K0.01% 8,371
+2
+0%
+$193
$800K0.01% 23,382
-27
-0.1%
-$924
$798K0.01% 10,956
+136
+1%
+$9.91K
$793K0.01% 4,962
+2
+0%
+$320
$790K0.01% 17,256
-82
-0.5%
-$3.75K
$785K0.01% 8,055––
$784K0.01% 3,212
-34
-1%
-$8.3K
$778K0.01% 12,369
+65
+0.5%
+$4.09K
$778K0.01% 18,898
+12
+0.1%
+$494
1 8910111238