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 | |
|---|---|---|---|---|---|---|---|
| $774K | 0.01% | 5,861 -500 | -8% | -$66K | |||
| $768K | 0.01% | 10,155 +399 | +4% | +$30.2K | |||
| $766K | 0.01% | 11,554 | New | +$766K | |||
| $751K | 0.01% | 5,789 -1,638 | -22% | -$212K | |||
| $751K | 0.01% | 2,175 -172 | -7% | -$59.4K | |||
| $748K | 0.01% | 17,022 +5 | +0% | +$220 | |||
| $743K | 0.01% | 17,863 -261 | -1% | -$10.9K | |||
| $740K | 0.01% | 48,199 | – | – | |||
| $737K | 0.01% | 11,872 +62 | +0.5% | +$3.85K | |||
| $731K | 0.01% | 6,489 -11,100 | -63% | -$1.25M | |||
| $727K | 0.01% | 3,139 -11 | -0.4% | -$2.55K | |||
| $724K | 0.01% | 3,611 -1,230 | -25% | -$247K | |||
| $721K | 0.01% | 3,617 -30 | -0.8% | -$5.98K | |||
| $721K | 0.01% | 5,668 -11 | -0.2% | -$1.4K | |||
| $719K | 0.01% | 8,978 -13 | -0.1% | -$1.04K | |||
| $719K | 0.01% | 1,485 +1 | +0.1% | +$484 | |||
| $717K | 0.01% | 15,196 | New | +$717K | |||
| $712K | 0.01% | 2,040 | – | – | |||
| $712K | 0.01% | 894 +88 | +11% | +$70.1K | |||
| $706K | 0.01% | 9,111 | New | +$706K | |||
| $705K | 0.01% | 2,093 -38 | -2% | -$12.8K | |||
| $704K | 0.01% | 5,142 -1 | -0% | -$137 | |||
| $701K | 0.01% | 8,607 +7 | +0.1% | +$570 | |||
| $694K | 0.01% | 181,796 | – | – | |||
| $693K | 0.01% | 11,645 -83 | -0.7% | -$4.94K |
