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
351
$491K 0.01%
2,419
+19
352
$489K 0.01%
22,917
+5,174
353
$488K 0.01%
8,299
+4,017
354
$487K 0.01%
+3,870
355
$487K 0.01%
6,431
+795
356
$486K 0.01%
7,985
+1,128
357
$486K 0.01%
1,916
+733
358
$481K 0.01%
4,714
+1
359
$480K 0.01%
3,333
360
$479K 0.01%
18,750
+2,896
361
$478K 0.01%
5,298
+27
362
$477K 0.01%
14,563
-58
363
$471K 0.01%
15,730
+5,912
364
$469K 0.01%
1,048
-50
365
$465K 0.01%
20,480
+491
366
$465K 0.01%
1,862
+993
367
$464K 0.01%
4,263
+58
368
$463K 0.01%
1,313
+57
369
$462K 0.01%
3,442
+1,025
370
$461K 0.01%
11,477
+3,462
371
$460K 0.01%
16,056
372
$460K 0.01%
6,294
+89
373
$460K 0.01%
947
+17
374
$459K 0.01%
729
-1
375
$458K 0.01%
4,839
+1,905
13 14
15
16 17