FFM
Forum Financial Management Portfolio holdings
AUM $6.04B
AUM
$6.04B
AUM Growth
+$6.03M (+0.1%)
Cap. Flow
+$288M
Cap. Flow % of AUM
4.77%
Top 10 Holdings %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
| 1 | Technology | 4.03% |
| 2 | Healthcare | 3.32% |
| 3 | Financials | 2.66% |
| 4 | Communication Services | 1.49% |
| 5 | Consumer Discretionary | 1.22% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $281K | 0% | 14,467 -491 | -3% | -$9.54K | |||
| $281K | 0% | 20,278 -2 | -0% | -$28 | |||
| $280K | 0% | 1,421 +4 | +0.3% | +$788 | |||
| $280K | 0% | 13,584 +185 | +1% | +$3.81K | |||
| $280K | 0% | 615 +97 | +19% | +$44.1K | |||
| $279K | 0% | 7,871 | New | +$279K | |||
| $278K | 0% | 18,118 | – | – | |||
| $278K | 0% | 1,850 +285 | +18% | +$42.9K | |||
| $278K | 0% | 3,619 +14 | +0.4% | +$1.08K | |||
| $278K | 0% | 2,218 | – | – | |||
| $277K | 0% | 1,540 -299 | -16% | -$53.9K | |||
| $277K | 0% | 2,228 +236 | +12% | +$29.3K | |||
| $274K | 0% | 2,713 | New | +$274K | |||
| $274K | 0% | 539 +35 | +7% | +$17.8K | |||
| $273K | 0% | 1,458 +3 | +0.2% | +$562 | |||
| $272K | 0% | 10,252 -14 | -0.1% | -$372 | |||
| $271K | 0% | 12,379 | New | +$271K | |||
| $271K | 0% | 4,789 | New | +$271K | |||
| $271K | 0% | 10,891 | – | – | |||
| $271K | 0% | 2,947 -2 | -0.1% | -$184 | |||
| $270K | 0% | 24,042 -41 | -0.2% | -$460 | |||
| $269K | 0% | 1,475 +137 | +10% | +$25K | |||
| $269K | 0% | 1,187 +3 | +0.3% | +$680 | |||
| $269K | 0% | 1,201 | New | +$269K | |||
| $269K | 0% | 7,274 +30 | +0.4% | +$1.11K |
