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 | |
|---|---|---|---|---|---|---|---|
| $692K | 0.01% | 9,764 -192 | -2% | -$13.6K | |||
| $690K | 0.01% | 13,971 +3,091 | +28% | +$153K | |||
| $689K | 0.01% | 68,699 +31 | +0.1% | +$311 | |||
| $685K | 0.01% | 6,094 -35 | -0.6% | -$3.94K | |||
| $668K | 0.01% | 19,565 +195 | +1% | +$6.66K | |||
| $666K | 0.01% | 1,210 +162 | +15% | +$89.1K | |||
| $658K | 0.01% | 24,887 -38 | -0.2% | -$1.01K | |||
| $656K | 0.01% | 106,598 | – | – | |||
| $656K | 0.01% | 12,269 +4 | +0% | +$214 | |||
| $654K | 0.01% | 2,827 +5 | +0.2% | +$1.16K | |||
| $652K | 0.01% | 16,620 +9 | +0.1% | +$353 | |||
| $650K | 0.01% | 30,184 +9,704 | +47% | +$209K | |||
| $648K | 0.01% | 6,788 -337 | -5% | -$32.2K | |||
| $636K | 0.01% | 3,508 -418 | -11% | -$75.8K | |||
| $635K | 0.01% | 10,003 -7,126 | -42% | -$453K | |||
| $634K | 0.01% | 22,667 +2,054 | +10% | +$57.4K | |||
| $632K | 0.01% | 7,184 +2 | +0% | +$176 | |||
| $630K | 0.01% | 5,782 -34 | -0.6% | -$3.71K | |||
| $628K | 0.01% | 3,055 +46 | +2% | +$9.45K | |||
| $625K | 0.01% | 4,501 -506 | -10% | -$70.3K | |||
| $624K | 0.01% | 16,487 +2,578 | +19% | +$97.6K | |||
| $624K | 0.01% | 7,725 -228 | -3% | -$18.4K | |||
| $622K | 0.01% | 5,648 +2,785 | +97% | +$307K | |||
| $617K | 0.01% | 3,004 -49 | -2% | -$10.1K | |||
| $614K | 0.01% | 20,179 +460 | +2% | +$14K |
