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 | |
|---|---|---|---|---|---|---|---|
| $344K | 0.01% | 2,963 +289 | +11% | +$33.5K | |||
| $343K | 0.01% | 944 +6 | +0.6% | +$2.18K | |||
| $343K | 0.01% | 2,117 -290 | -12% | -$47K | |||
| $342K | 0.01% | 1,528 +335 | +28% | +$75K | |||
| $342K | 0.01% | 4,377 +615 | +16% | +$48.1K | |||
| $341K | 0.01% | 7,555 -430 | -5% | -$19.4K | |||
| $341K | 0.01% | 10,758 +41 | +0.4% | +$1.3K | |||
| $340K | 0.01% | 4,835 -348 | -7% | -$24.5K | |||
| $340K | 0.01% | 1,930 -137 | -7% | -$24.2K | |||
| $340K | 0.01% | 18,875 +42 | +0.2% | +$756 | |||
| $337K | 0.01% | 5,465 | New | +$337K | |||
| $337K | 0.01% | 3,758 -5 | -0.1% | -$449 | |||
| $337K | 0.01% | 5,153 +5 | +0.1% | +$327 | |||
| $336K | 0.01% | 2,483 +280 | +13% | +$37.9K | |||
| $335K | 0.01% | 5,511 +301 | +6% | +$18.3K | |||
| $335K | 0.01% | 2,326 +1 | +0% | +$144 | |||
| $334K | 0.01% | 1,175 -97 | -8% | -$27.6K | |||
| $334K | 0.01% | 1,393 +1 | +0.1% | +$240 | |||
| $334K | 0.01% | 13,478 -3 | -0% | -$74 | |||
| $333K | 0.01% | 5,068 +18 | +0.4% | +$1.18K | |||
| $331K | 0.01% | 3,568 +955 | +37% | +$88.6K | |||
| $331K | 0.01% | 1,012 +1 | +0.1% | +$327 | |||
| $331K | 0.01% | 6,949 -11,935 | -63% | -$568K | |||
| $329K | 0.01% | 2,882 | New | +$329K | |||
| $328K | 0.01% | 3,118 -1,113 | -26% | -$117K |
