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
$257K﹤0.01% 3,919
+159
+4%
+$10.4K
$257K﹤0.01% 1,794
-3
-0.2%
-$430
$257K﹤0.01% 4,929
+525
+12%
+$27.3K
$256K﹤0.01% 1,622
-670
-29%
-$106K
$256K﹤0.01% 5,138
+13
+0.3%
+$648
$256K﹤0.01% 860
+53
+7%
+$15.8K
$255K﹤0.01% 6,034
-1,017
-14%
-$43K
$254K﹤0.01% 4,454
+446
+11%
+$25.5K
$254K﹤0.01% 9,400
+111
+1%
+$3K
$254K﹤0.01%
+1,723
 New
+$254K
$254K﹤0.01%
+3,464
 New
+$254K
$253K﹤0.01% 26,985
-53
-0.2%
-$497
$252K﹤0.01% 4,442
+8
+0.2%
+$454
$252K﹤0.01%
+11,211
 New
+$252K
$251K﹤0.01% 2,062
+2
+0.1%
+$244
$251K﹤0.01% 2,874
+18
+0.6%
+$1.58K
$251K﹤0.01% 990
-776
-44%
-$197K
$251K﹤0.01% 3,709
+12
+0.3%
+$813
$251K﹤0.01% 6,295
+2
+0%
+$80
$251K﹤0.01%
+2,713
 New
+$251K
$251K﹤0.01%
+9,611
 New
+$251K
$251K﹤0.01% 3,283
+73
+2%
+$5.58K
$251K﹤0.01% 5,131
+10
+0.2%
+$489
$251K﹤0.01% 16,536
+55
+0.3%
+$834
$249K﹤0.01% 594
-27
-4%
-$11.3K
1 262728293038