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
501
$341K 0.01%
1,523
-900
502
$340K 0.01%
938
+27
503
$340K 0.01%
+4,534
504
$337K 0.01%
3,391
+165
505
$335K 0.01%
7,430
+177
506
$335K 0.01%
28,591
-3,597
507
$335K 0.01%
1,163
508
$334K 0.01%
+2,711
509
$334K 0.01%
+2,949
510
$333K 0.01%
+4,231
511
$333K 0.01%
10,211
-1,315
512
$333K 0.01%
+1,588
513
$333K 0.01%
+5,089
514
$332K 0.01%
553
+32
515
$332K 0.01%
1,135
-199
516
$331K 0.01%
9,446
+44
517
$330K 0.01%
3,907
+1,446
518
$330K 0.01%
1,409
+349
519
$330K 0.01%
+6,540
520
$330K 0.01%
1,011
+1
521
$330K 0.01%
2,997
+928
522
$330K 0.01%
894
+3
523
$329K 0.01%
1,972
-7
524
$328K 0.01%
193
-92
525
$327K 0.01%
+2,065
19 20
21
22 23