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
376
$457K 0.01%
43,203
+28,874
377
$457K 0.01%
5,938
+311
378
$456K 0.01%
5,046
-67
379
$455K 0.01%
3,184
-134
380
$455K 0.01%
5,290
+2,299
381
$453K 0.01%
13,397
+8,396
382
$452K 0.01%
36,337
+2,594
383
$451K 0.01%
2,144
+925
384
$450K 0.01%
9,320
+522
385
$449K 0.01%
5,809
+9
386
$448K 0.01%
925
387
$445K 0.01%
20,519
+363
388
$445K 0.01%
2,417
-6
389
$444K 0.01%
2,007
+647
390
$441K 0.01%
7,126
+2,750
391
$440K 0.01%
847
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392
$440K 0.01%
4,483
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393
$440K 0.01%
6,971
+45
394
$436K 0.01%
1,619
+44
395
$433K 0.01%
3,863
+269
396
$432K 0.01%
1,217
397
$432K 0.01%
3,748
+1,100
398
$432K 0.01%
2,534
-101
399
$431K 0.01%
14,854
+6,074
400
$430K 0.01%
1,258
+13
14 15
16
17 18