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
$269K﹤0.01% 833
+2
+0.2%
+$645
$268K﹤0.01% 3,820
+41
+1%
+$2.88K
$268K﹤0.01% 2,559
-1,189
-32%
-$124K
$267K﹤0.01%
+13,731
 New
+$267K
$264K﹤0.01% 4,281
-207
-5%
-$12.8K
$264K﹤0.01% 1,966––
$264K﹤0.01% 2,953––
$264K﹤0.01% 5,028
-127
-2%
-$6.66K
$264K﹤0.01% 2,308
+16
+0.7%
+$1.83K
$263K﹤0.01%
+11,964
 New
+$263K
$263K﹤0.01% 1,451
+6
+0.4%
+$1.09K
$263K﹤0.01%
+2,303
 New
+$263K
$263K﹤0.01% 4,504
+643
+17%
+$37.5K
$262K﹤0.01%
+2,420
 New
+$262K
$262K﹤0.01% 2,523
+9
+0.4%
+$936
$262K﹤0.01% 1,581
+104
+7%
+$17.2K
$261K﹤0.01%
+7,854
 New
+$261K
$260K﹤0.01% 12,775
+2,561
+25%
+$52.1K
$259K﹤0.01% 2,178
-266
-11%
-$31.7K
$259K﹤0.01% 9,371
-840
-8%
-$23.3K
$259K﹤0.01% 2,230
+7
+0.3%
+$815
$259K﹤0.01%
+30,140
 New
+$259K
$258K﹤0.01% 3,282
+54
+2%
+$4.25K
$257K﹤0.01% 1,103
-10
-0.9%
-$2.33K
$257K﹤0.01% 4,286
+15
+0.4%
+$901
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