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
601
$285K ﹤0.01%
841
602
$284K ﹤0.01%
18,833
+3,519
603
$283K ﹤0.01%
+406
604
$283K ﹤0.01%
+4,539
605
$282K ﹤0.01%
+991
606
$281K ﹤0.01%
1,425
+131
607
$281K ﹤0.01%
+10,266
608
$281K ﹤0.01%
7,816
+1,514
609
$281K ﹤0.01%
4,079
610
$281K ﹤0.01%
2,141
611
$279K ﹤0.01%
1,735
+341
612
$278K ﹤0.01%
5,125
+4
613
$278K ﹤0.01%
4,523
+353
614
$276K ﹤0.01%
+2,414
615
$276K ﹤0.01%
19,521
+4,745
616
$275K ﹤0.01%
3,678
+901
617
$275K ﹤0.01%
2,019
+388
618
$275K ﹤0.01%
1,017
+2
619
$275K ﹤0.01%
+1,922
620
$274K ﹤0.01%
2,393
+428
621
$274K ﹤0.01%
+717
622
$274K ﹤0.01%
1,111
623
$274K ﹤0.01%
601
624
$274K ﹤0.01%
+2,763
625
$273K ﹤0.01%
3,779
+22
23 24
25
26 27