FFM
Forum Financial Management Portfolio holdings
AUM
$6.57B
1-Year Return
12.97%
This Quarter Return
-3.62%
1 Year Return
+12.97%
3 Year Return
+40.49%
5 Year Return
–
10 Year Return
–
AUM
$4.52B
AUM Growth
+$58.6M
(+1.3%)
Cap. Flow
+$232M
Cap. Flow
% of AUM
5.13%
Top 10 Holdings %
Top 10 Hldgs %
79.25%
Holding
685
New
25
Increased
213
Reduced
145
Closed
45
Top Buys
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
+$3.52M |
| 2 |
CME Group
CME
|
+$2.01M |
| 3 |
Old Second Bancorp
OSBC
|
+$1.46M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$1.31M |
| 5 |
Dimensional US Equity ETF
DFUS
|
+$1.16M |
Sector Composition
| 1 | Healthcare | 3.54% |
| 2 | Financials | 3.21% |
| 3 | Technology | 2.99% |
| 4 | Energy | 1.09% |
| 5 | Consumer Discretionary | 1.06% |
