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
476
$360K 0.01%
3,763
+188
477
$359K 0.01%
+930
478
$357K 0.01%
5,050
+1,271
479
$357K 0.01%
3,848
+665
480
$355K 0.01%
3,113
+75
481
$354K 0.01%
2,325
+53
482
$353K 0.01%
3,840
+1,988
483
$352K 0.01%
831
+1
484
$351K 0.01%
5,155
+2
485
$350K 0.01%
2,963
486
$350K 0.01%
1,953
+326
487
$350K 0.01%
5,612
-684
488
$349K 0.01%
753
+18
489
$348K 0.01%
+2,567
490
$347K 0.01%
5,148
+43
491
$346K 0.01%
1,392
+400
492
$345K 0.01%
1,272
493
$345K 0.01%
+4,221
494
$344K 0.01%
1,464
+5
495
$344K 0.01%
5,984
+1,991
496
$343K 0.01%
12,318
+10
497
$343K 0.01%
9,618
+4,026
498
$342K 0.01%
722
+105
499
$341K 0.01%
3,219
+631
500
$341K 0.01%
950
+40
18 19
20
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