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
401
$428K 0.01%
8,143
+3,127
402
$428K 0.01%
5,780
+2,709
403
$427K 0.01%
6,606
+257
404
$426K 0.01%
2,094
+23
405
$426K 0.01%
11,793
406
$424K 0.01%
2,292
+13
407
$424K 0.01%
5,611
408
$424K 0.01%
3,022
+658
409
$424K 0.01%
2,895
+427
410
$423K 0.01%
1,235
+145
411
$423K 0.01%
3,361
412
$420K 0.01%
5,108
-378
413
$418K 0.01%
11,318
414
$418K 0.01%
4,509
+711
415
$417K 0.01%
+19,807
416
$417K 0.01%
+36,832
417
$417K 0.01%
8,326
+4,925
418
$417K 0.01%
3,132
-145
419
$416K 0.01%
3,773
420
$416K 0.01%
3,101
-924
421
$416K 0.01%
13,260
+5,353
422
$415K 0.01%
7,399
+375
423
$415K 0.01%
5,774
+2,110
424
$414K 0.01%
40,696
+19,742
425
$413K 0.01%
2,055
15 16
17
18 19