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
$692K0.01% 9,764
-192
-2%
-$13.6K
$690K0.01% 13,971
+3,091
+28%
+$153K
$689K0.01% 68,699
+31
+0.1%
+$311
$685K0.01% 6,094
-35
-0.6%
-$3.94K
$668K0.01% 19,565
+195
+1%
+$6.66K
$666K0.01% 1,210
+162
+15%
+$89.1K
$658K0.01% 24,887
-38
-0.2%
-$1.01K
$656K0.01% 106,598––
$656K0.01% 12,269
+4
+0%
+$214
$654K0.01% 2,827
+5
+0.2%
+$1.16K
$652K0.01% 16,620
+9
+0.1%
+$353
$650K0.01% 30,184
+9,704
+47%
+$209K
$648K0.01% 6,788
-337
-5%
-$32.2K
$636K0.01% 3,508
-418
-11%
-$75.8K
$635K0.01% 10,003
-7,126
-42%
-$453K
$634K0.01% 22,667
+2,054
+10%
+$57.4K
$632K0.01% 7,184
+2
+0%
+$176
$630K0.01% 5,782
-34
-0.6%
-$3.71K
$628K0.01% 3,055
+46
+2%
+$9.45K
$625K0.01% 4,501
-506
-10%
-$70.3K
$624K0.01% 16,487
+2,578
+19%
+$97.6K
$624K0.01% 7,725
-228
-3%
-$18.4K
$622K0.01% 5,648
+2,785
+97%
+$307K
$617K0.01% 3,004
-49
-2%
-$10.1K
$614K0.01% 20,179
+460
+2%
+$14K
1 101112131438