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 | |
|---|---|---|---|---|---|---|---|
| $269K | 0% | 833 +2 | +0.2% | +$645 | |||
| $268K | 0% | 3,820 +41 | +1% | +$2.88K | |||
| $268K | 0% | 2,559 -1,189 | -32% | -$124K | |||
| $267K | 0% | 13,731 | New | +$267K | |||
| $264K | 0% | 4,281 -207 | -5% | -$12.8K | |||
| $264K | 0% | 1,966 | – | – | |||
| $264K | 0% | 2,953 | – | – | |||
| $264K | 0% | 5,028 -127 | -2% | -$6.66K | |||
| $264K | 0% | 2,308 +16 | +0.7% | +$1.83K | |||
| $263K | 0% | 11,964 | New | +$263K | |||
| $263K | 0% | 1,451 +6 | +0.4% | +$1.09K | |||
| $263K | 0% | 2,303 | New | +$263K | |||
| $263K | 0% | 4,504 +643 | +17% | +$37.5K | |||
| $262K | 0% | 2,420 | New | +$262K | |||
| $262K | 0% | 2,523 +9 | +0.4% | +$936 | |||
| $262K | 0% | 1,581 +104 | +7% | +$17.2K | |||
| $261K | 0% | 7,854 | New | +$261K | |||
| $260K | 0% | 12,775 +2,561 | +25% | +$52.1K | |||
| $259K | 0% | 2,178 -266 | -11% | -$31.7K | |||
| $259K | 0% | 9,371 -840 | -8% | -$23.3K | |||
| $259K | 0% | 2,230 +7 | +0.3% | +$815 | |||
| $259K | 0% | 30,140 | New | +$259K | |||
| $258K | 0% | 3,282 +54 | +2% | +$4.25K | |||
| $257K | 0% | 1,103 -10 | -0.9% | -$2.33K | |||
| $257K | 0% | 4,286 +15 | +0.4% | +$901 |
