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 | |
|---|---|---|---|---|---|---|---|
| $257K | 0% | 3,919 +159 | +4% | +$10.4K | |||
| $257K | 0% | 1,794 -3 | -0.2% | -$430 | |||
| $257K | 0% | 4,929 +525 | +12% | +$27.3K | |||
| $256K | 0% | 1,622 -670 | -29% | -$106K | |||
| $256K | 0% | 5,138 +13 | +0.3% | +$648 | |||
| $256K | 0% | 860 +53 | +7% | +$15.8K | |||
| $255K | 0% | 6,034 -1,017 | -14% | -$43K | |||
| $254K | 0% | 4,454 +446 | +11% | +$25.5K | |||
| $254K | 0% | 9,400 +111 | +1% | +$3K | |||
| $254K | 0% | 1,723 | New | +$254K | |||
| $254K | 0% | 3,464 | New | +$254K | |||
| $253K | 0% | 26,985 -53 | -0.2% | -$497 | |||
| $252K | 0% | 4,442 +8 | +0.2% | +$454 | |||
| $252K | 0% | 11,211 | New | +$252K | |||
| $251K | 0% | 2,062 +2 | +0.1% | +$244 | |||
| $251K | 0% | 2,874 +18 | +0.6% | +$1.58K | |||
| $251K | 0% | 990 -776 | -44% | -$197K | |||
| $251K | 0% | 3,709 +12 | +0.3% | +$813 | |||
| $251K | 0% | 6,295 +2 | +0% | +$80 | |||
| $251K | 0% | 2,713 | New | +$251K | |||
| $251K | 0% | 9,611 | New | +$251K | |||
| $251K | 0% | 3,283 +73 | +2% | +$5.58K | |||
| $251K | 0% | 5,131 +10 | +0.2% | +$489 | |||
| $251K | 0% | 16,536 +55 | +0.3% | +$834 | |||
| $249K | 0% | 594 -27 | -4% | -$11.3K |
