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
526
$326K 0.01%
1,417
527
$326K 0.01%
9,004
528
$324K 0.01%
+6,669
529
$324K 0.01%
5,862
+1,388
530
$324K 0.01%
+2,512
531
$324K 0.01%
+4,488
532
$322K 0.01%
797
533
$322K 0.01%
2,857
+467
534
$321K 0.01%
3,762
+196
535
$320K 0.01%
13,481
-5
536
$319K 0.01%
1,797
+142
537
$318K 0.01%
+6,962
538
$318K 0.01%
2,061
-1,242
539
$318K 0.01%
+8,827
540
$317K 0.01%
801
+1
541
$317K 0.01%
3,878
+512
542
$317K 0.01%
5,523
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543
$317K 0.01%
13,399
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544
$315K 0.01%
+4,130
545
$314K 0.01%
24,083
+41
546
$314K 0.01%
2,674
+637
547
$314K 0.01%
738
-46
548
$314K 0.01%
626
549
$312K 0.01%
2,469
+749
550
$311K 0.01%
5,933
+122
20 21
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