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
451
$391K 0.01%
5,417
+2,337
452
$390K 0.01%
1,515
+101
453
$387K 0.01%
4,814
+2,253
454
$386K 0.01%
16,397
+267
455
$385K 0.01%
5,183
+2,039
456
$385K 0.01%
365
+4
457
$380K 0.01%
8,356
+2,268
458
$379K 0.01%
904
459
$377K 0.01%
1,828
+1
460
$375K 0.01%
1,197
+44
461
$373K 0.01%
2,899
+40
462
$373K 0.01%
216
463
$371K 0.01%
2,920
464
$371K 0.01%
7,017
-1,001
465
$371K 0.01%
1,500
-5
466
$371K 0.01%
3,509
+1,273
467
$370K 0.01%
650
468
$370K 0.01%
31,872
469
$367K 0.01%
13,510
-55
470
$367K 0.01%
1,441
+760
471
$367K 0.01%
2,774
+23
472
$365K 0.01%
1,766
+519
473
$365K 0.01%
+1,954
474
$364K 0.01%
4,222
+1,115
475
$363K 0.01%
1,839
+24
17 18
19
20 21