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 | |
|---|---|---|---|---|---|---|---|
| $573K | 0.01% | 236,583 | – | – | |||
| $572K | 0.01% | 3,869 +4 | +0.1% | +$591 | |||
| $571K | 0.01% | 16,998 +399 | +2% | +$13.4K | |||
| $563K | 0.01% | 7,536 -449 | -6% | -$33.5K | |||
| $562K | 0.01% | 6,118 +2 | +0% | +$184 | |||
| $561K | 0.01% | 951 +104 | +12% | +$61.3K | |||
| $556K | 0.01% | 57,292 +7 | +0% | +$68 | |||
| $553K | 0.01% | 5,650 +1,099 | +24% | +$108K | |||
| $552K | 0.01% | 4,415 +1,302 | +42% | +$163K | |||
| $550K | 0.01% | 5,758 | New | +$550K | |||
| $549K | 0.01% | 22,911 -6 | -0% | -$144 | |||
| $546K | 0.01% | 8,605 +1,217 | +16% | +$77.2K | |||
| $545K | 0.01% | 14,562 -1 | -0% | -$37 | |||
| $544K | 0.01% | 6,447 +2 | +0% | +$169 | |||
| $542K | 0.01% | 18,750 | – | – | |||
| $538K | 0.01% | 16,254 -1,952 | -11% | -$64.6K | |||
| $534K | 0.01% | 13,795 +398 | +3% | +$15.4K | |||
| $534K | 0.01% | 3,344 +212 | +7% | +$33.9K | |||
| $526K | 0.01% | 830 -86 | -9% | -$54.5K | |||
| $525K | 0.01% | 5,325 | – | – | |||
| $523K | 0.01% | 11,559 -385 | -3% | -$17.4K | |||
| $521K | 0.01% | 8,664 | New | +$521K | |||
| $521K | 0.01% | 7,119 +161 | +2% | +$11.8K | |||
| $520K | 0.01% | 8,880 +737 | +9% | +$43.1K | |||
| $520K | 0.01% | 2,734 +283 | +12% | +$53.8K |
