FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
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
426
$413K 0.01%
1,376
-76
427
$413K 0.01%
3,191
-8
428
$411K 0.01%
6,499
+1,203
429
$411K 0.01%
951
-1
430
$409K 0.01%
3,170
+1,170
431
$409K 0.01%
2,407
432
$406K 0.01%
2,067
+718
433
$405K 0.01%
5,295
+84
434
$404K 0.01%
319
435
$404K 0.01%
1,197
+251
436
$402K 0.01%
1,786
+705
437
$401K 0.01%
14,450
+6,196
438
$401K 0.01%
4,026
+1,376
439
$399K 0.01%
24,551
+103
440
$399K 0.01%
18,118
+7,748
441
$399K 0.01%
4,032
442
$398K 0.01%
4,291
443
$396K 0.01%
3,545
+1,211
444
$396K 0.01%
9,307
+138
445
$395K 0.01%
3,401
+1,195
446
$394K 0.01%
11,441
-3,043
447
$394K 0.01%
1,556
+341
448
$393K 0.01%
1,551
-481
449
$393K 0.01%
1,182
450
$392K 0.01%
1,836
+129
16 17
18
19 20