FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
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
551
$310K 0.01%
10,717
552
$310K 0.01%
1,033
+51
553
$309K 0.01%
3,893
554
$309K 0.01%
3,383
+1,448
555
$309K 0.01%
5,384
+1,945
556
$307K 0.01%
+2,705
557
$307K 0.01%
1,799
+460
558
$307K 0.01%
1,977
+163
559
$305K 0.01%
7,967
560
$305K 0.01%
1,429
+44
561
$304K 0.01%
+1,210
562
$304K 0.01%
2,660
+433
563
$304K 0.01%
4,102
+16
564
$303K 0.01%
1,350
565
$303K 0.01%
2,203
+194
566
$303K 0.01%
10,986
567
$301K 0.01%
14,958
+3,159
568
$301K 0.01%
3,605
+650
569
$301K 0.01%
5,659
-387
570
$300K 0.01%
3,447
+752
571
$300K 0.01%
10,891
+903
572
$300K 0.01%
+2,863
573
$300K 0.01%
8,003
574
$299K ﹤0.01%
5,210
+220
575
$299K ﹤0.01%
5,724
21 22
23
24 25