FFM

Forum Financial Management Portfolio holdings

AUM $6.04B
This Quarter Return
+0.53%
1 Year Return
+5.36%
3 Year Return
+13.52%
5 Year Return
–
10 Year Return
–
AUM
$6.04B
AUM Growth
+$6.03M
Cap. Flow
+$10.1M
Cap. Flow %
0.17%
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

1Technology4.01%
2Healthcare3.32%
3Financials2.66%
4Communication Services1.5%
5Consumer Discretionary1.24%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$344K0.01% 2,963
+289
+11%
+$33.5K
$343K0.01% 944
+6
+0.6%
+$2.18K
$343K0.01% 2,117
-290
-12%
-$47K
$342K0.01% 1,528
+335
+28%
+$75K
$342K0.01% 4,377
+615
+16%
+$48.1K
$341K0.01% 7,555
-430
-5%
-$19.4K
$341K0.01% 10,758
+41
+0.4%
+$1.3K
$340K0.01% 4,835
-348
-7%
-$24.5K
$340K0.01% 1,930
-137
-7%
-$24.2K
$340K0.01% 18,875
+42
+0.2%
+$756
$337K0.01%
+5,465
 New
+$337K
$337K0.01% 3,758
-5
-0.1%
-$449
$337K0.01% 5,153
+5
+0.1%
+$327
$336K0.01% 2,483
+280
+13%
+$37.9K
$335K0.01% 5,511
+301
+6%
+$18.3K
$335K0.01% 2,326
+1
+0%
+$144
$334K0.01% 1,175
-97
-8%
-$27.6K
$334K0.01% 1,393
+1
+0.1%
+$240
$334K0.01% 13,478
-3
-0%
-$74
$333K0.01% 5,068
+18
+0.4%
+$1.18K
$331K0.01% 3,568
+955
+37%
+$88.6K
$331K0.01% 1,012
+1
+0.1%
+$327
$331K0.01% 6,949
-11,935
-63%
-$568K
$329K0.01%
+2,882
 New
+$329K
$328K0.01% 3,118
-1,113
-26%
-$117K
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