FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.04B
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$20M
3
+$14.9M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
VGSR icon
Vert Global Sustainable Real Estate ETF
VGSR
+$11.5M

Top Sells

1
+$113M
2
+$70.9M
3
+$19.3M
4
OSBC icon
Old Second Bancorp
OSBC
+$17.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$9.9M

Sector Composition

1 Technology 2.93%
2 Financials 2.31%
3 Communication Services 1.28%
4 Healthcare 1.27%
5 Industrials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$774K 0.01%
4,568
+438
227
$773K 0.01%
+8,600
228
$765K 0.01%
4,367
+258
229
$764K 0.01%
6,129
+64
230
$758K 0.01%
7,125
+2,953
231
$755K 0.01%
5,068
+436
232
$752K 0.01%
23,409
+9,580
233
$745K 0.01%
3,926
-25
234
$744K 0.01%
1,848
+53
235
$741K 0.01%
47,283
+4,467
236
$740K 0.01%
12,000
-32
237
$739K 0.01%
9,345
+135
238
$733K 0.01%
7,297
+2,116
239
$731K 0.01%
19,073
-344
240
$721K 0.01%
38,992
+1,558
241
$716K 0.01%
1,578
-45
242
$714K 0.01%
23,658
-451
243
$714K 0.01%
9,956
+3,164
244
$710K 0.01%
5,732
+953
245
$710K 0.01%
8,991
+23
246
$704K 0.01%
1,499
-192
247
$702K 0.01%
16,611
+2,267
248
$701K 0.01%
12,304
+2,356
249
$699K 0.01%
18,206
-327
250
$698K 0.01%
8,216
+1,228
8 9
10
11 12