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
276
$632K 0.01%
1,367
+20
277
$631K 0.01%
+21,024
278
$630K 0.01%
+1,740
279
$629K 0.01%
3,456
+64
280
$622K 0.01%
7,953
+1,869
281
$617K 0.01%
106,598
+37,947
282
$615K 0.01%
11,429
+5,965
283
$609K 0.01%
7,985
+201
284
$607K 0.01%
19,370
-8,994
285
$606K 0.01%
2,822
+56
286
$606K 0.01%
19,719
+7,118
287
$605K 0.01%
7,722
+432
288
$603K 0.01%
3,703
-226
289
$597K 0.01%
1,405
290
$591K 0.01%
21,365
-860
291
$590K 0.01%
24,925
+3,989
292
$584K 0.01%
2,209
+163
293
$582K 0.01%
3,804
+796
294
$577K 0.01%
3,441
+10
295
$576K 0.01%
9,555
+542
296
$576K 0.01%
4,362
+9
297
$574K 0.01%
2,177
+135
298
$571K 0.01%
+13,030
299
$566K 0.01%
12,265
300
$564K 0.01%
2,461
+1,192
10 11
12
13 14