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
$281K﹤0.01% 14,467
-491
-3%
-$9.54K
$281K﹤0.01% 20,278
-2
-0%
-$28
$280K﹤0.01% 1,421
+4
+0.3%
+$788
$280K﹤0.01% 13,584
+185
+1%
+$3.81K
$280K﹤0.01% 615
+97
+19%
+$44.1K
$279K﹤0.01%
+7,871
 New
+$279K
$278K﹤0.01% 18,118––
$278K﹤0.01% 1,850
+285
+18%
+$42.9K
$278K﹤0.01% 3,619
+14
+0.4%
+$1.08K
$278K﹤0.01% 2,218––
$277K﹤0.01% 1,540
-299
-16%
-$53.9K
$277K﹤0.01% 2,228
+236
+12%
+$29.3K
$274K﹤0.01%
+2,713
 New
+$274K
$274K﹤0.01% 539
+35
+7%
+$17.8K
$273K﹤0.01% 1,458
+3
+0.2%
+$562
$272K﹤0.01% 10,252
-14
-0.1%
-$372
$271K﹤0.01%
+12,379
 New
+$271K
$271K﹤0.01%
+4,789
 New
+$271K
$271K﹤0.01% 10,891––
$271K﹤0.01% 2,947
-2
-0.1%
-$184
$270K﹤0.01% 24,042
-41
-0.2%
-$460
$269K﹤0.01% 1,475
+137
+10%
+$25K
$269K﹤0.01% 1,187
+3
+0.3%
+$680
$269K﹤0.01%
+1,201
 New
+$269K
$269K﹤0.01% 7,274
+30
+0.4%
+$1.11K
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