FFM
Forum Financial Management Portfolio holdings
AUM $6.04B
AUM
$6.04B
AUM Growth
+$6.03M (+0.1%)
Cap. Flow
+$288M
Cap. Flow % of AUM
4.77%
Top 10 Holdings %Top 10 Hldgs %
76.67%
Holding
1,008
New
117
Increased
368
Reduced
277
Closed
140
Top Buys
| 1 | $109M | |
| 2 | $70.3M | |
| 3 | $21.4M | |
| 4 | $14M | |
| 5 | $10M |
Top Sells
| 1 | $7.11M | |
| 2 | $7M | |
| 3 | $6.46M | |
| 4 | $5.72M | |
| 5 | $4.64M |
Sector Composition
| 1 | Technology | 4.03% |
| 2 | Healthcare | 3.32% |
| 3 | Financials | 2.66% |
| 4 | Communication Services | 1.49% |
| 5 | Consumer Discretionary | 1.22% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $356K | 0.01% | 3,369 +8 | +0.2% | +$845 | |||
| $356K | 0.01% | 16,362 -35 | -0.2% | -$761 | |||
| $355K | 0.01% | 6,455 -151 | -2% | -$8.31K | |||
| $354K | 0.01% | 1,518 +3 | +0.2% | +$700 | |||
| $354K | 0.01% | 1,786 | – | – | |||
| $353K | 0.01% | 9,008 +4 | +0% | +$157 | |||
| $353K | 0.01% | 2,279 | New | +$353K | |||
| $352K | 0.01% | 10,083 -1,394 | -12% | -$48.7K | |||
| $351K | 0.01% | 1,442 +1 | +0.1% | +$244 | |||
| $351K | 0.01% | 4,985 -104 | -2% | -$7.32K | |||
| $351K | 0.01% | 1,217 | New | +$351K | |||
| $350K | 0.01% | 751 +29 | +4% | +$13.5K | |||
| $349K | 0.01% | 2,650 -5 | -0.2% | -$659 | |||
| $349K | 0.01% | 1,145 -37 | -3% | -$11.3K | |||
| $348K | 0.01% | 1,369 -7 | -0.5% | -$1.78K | |||
| $348K | 0.01% | 802 +1 | +0.1% | +$434 | |||
| $348K | 0.01% | 6,146 -523 | -8% | -$29.6K | |||
| $348K | 0.01% | 13,042 -1,408 | -10% | -$37.6K | |||
| $348K | 0.01% | 31,872 | – | – | |||
| $347K | 0.01% | 22,493 -1,146 | -5% | -$17.7K | |||
| $347K | 0.01% | 4,028 -263 | -6% | -$22.7K | |||
| $347K | 0.01% | 650 | – | – | |||
| $347K | 0.01% | 2,713 +1,239 | +84% | +$158K | |||
| $347K | 0.01% | 13,845 +1,527 | +12% | +$38.2K | |||
| $345K | 0.01% | 13,596 +86 | +0.6% | +$2.18K |
