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
251
$698K 0.01%
17,017
+4,813
252
$696K 0.01%
11,810
+29
253
$694K 0.01%
3,009
+27
254
$694K 0.01%
11,471
+2,094
255
$693K 0.01%
2,040
+169
256
$689K 0.01%
3,246
+570
257
$686K 0.01%
70,543
+6,614
258
$686K 0.01%
9,756
+6,482
259
$683K 0.01%
323
+3
260
$680K 0.01%
68,668
+14,474
261
$675K 0.01%
18,124
-659
262
$669K 0.01%
3,519
+25
263
$666K 0.01%
2,347
+3
264
$665K 0.01%
11,728
+5,566
265
$664K 0.01%
7,182
+74
266
$655K 0.01%
4,583
-2,082
267
$653K 0.01%
10,820
+3,674
268
$652K 0.01%
916
+110
269
$648K 0.01%
20,096
+1,080
270
$648K 0.01%
5,510
+482
271
$644K 0.01%
1,246
+34
272
$641K 0.01%
48,199
+874
273
$638K 0.01%
41,446
+5,475
274
$636K 0.01%
3,150
+549
275
$632K 0.01%
2,434
+8
9 10
11
12 13