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
651
$260K ﹤0.01%
+2,613
652
$259K ﹤0.01%
+4,007
653
$259K ﹤0.01%
4,795
-50
654
$259K ﹤0.01%
+3,050
655
$258K ﹤0.01%
+4,752
656
$258K ﹤0.01%
1,966
+135
657
$257K ﹤0.01%
621
+29
658
$256K ﹤0.01%
6,974
+2
659
$256K ﹤0.01%
2,773
660
$256K ﹤0.01%
+922
661
$255K ﹤0.01%
+3,115
662
$255K ﹤0.01%
1,440
663
$254K ﹤0.01%
3,697
664
$254K ﹤0.01%
2,223
+68
665
$254K ﹤0.01%
+2,870
666
$254K ﹤0.01%
+4,961
667
$254K ﹤0.01%
+1,859
668
$253K ﹤0.01%
+3,757
669
$252K ﹤0.01%
+2,631
670
$252K ﹤0.01%
597
671
$252K ﹤0.01%
4,742
+101
672
$251K ﹤0.01%
2,362
+302
673
$250K ﹤0.01%
3,300
+76
674
$250K ﹤0.01%
3,210
+20
675
$250K ﹤0.01%
+5,868
25 26
27
28 29