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 (+0.1%)
Cap. Flow
+$10.1M
Cap. Flow % of AUM
0.17%
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 | 4.01% |
| 2 | Healthcare | 3.32% |
| 3 | Financials | 2.66% |
| 4 | Communication Services | 1.5% |
| 5 | Consumer Discretionary | 1.24% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $463K | 0.01% | 7,619 -1,456 | -16% | -$88.4K | |||
| $462K | 0.01% | 1,740 | – | – | |||
| $460K | 0.01% | 3,132 -38 | -1% | -$5.58K | |||
| $459K | 0.01% | +3,843 | New | +$459K | |||
| $459K | 0.01% | 5,613 +2 | +0% | +$163 | |||
| $458K | 0.01% | 5,433 +1,593 | +41% | +$134K | |||
| $457K | 0.01% | +9,635 | New | +$457K | |||
| $454K | 0.01% | 4,844 -669 | -12% | -$62.7K | |||
| $454K | 0.01% | 4,348 -1,591 | -27% | -$166K | |||
| $453K | 0.01% | 11,318 | – | – | |||
| $452K | 0.01% | 36,845 +13 | +0% | +$160 | |||
| $451K | 0.01% | 8,991 -564 | -6% | -$28.3K | |||
| $450K | 0.01% | 8,492 +85 | +1% | +$4.5K | |||
| $449K | 0.01% | 3,074 -4,333 | -59% | -$633K | |||
| $448K | 0.01% | 4,026 | – | – | |||
| $448K | 0.01% | 2,933 +13 | +0.5% | +$1.98K | |||
| $446K | 0.01% | 7,558 +432 | +6% | +$25.5K | |||
| $443K | 0.01% | 9,840 +61 | +0.6% | +$2.75K | |||
| $442K | 0.01% | 20,864 +345 | +2% | +$7.31K | |||
| $442K | 0.01% | 3,670 -712 | -16% | -$85.7K | |||
| $441K | 0.01% | 319 | – | – | |||
| $441K | 0.01% | 5,814 +5 | +0.1% | +$379 | |||
| $440K | 0.01% | 22,538 -73 | -0.3% | -$1.43K | |||
| $440K | 0.01% | 5,306 +16 | +0.3% | +$1.33K | |||
| $439K | 0.01% | 3,039 +144 | +5% | +$20.8K |
