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
676
$249K ﹤0.01%
+518
677
$249K ﹤0.01%
1,890
+94
678
$249K ﹤0.01%
408
679
$248K ﹤0.01%
6,768
680
$247K ﹤0.01%
3,578
+75
681
$247K ﹤0.01%
+10,891
682
$246K ﹤0.01%
+7,115
683
$245K ﹤0.01%
+1,356
684
$245K ﹤0.01%
+12,668
685
$245K ﹤0.01%
+1,992
686
$245K ﹤0.01%
1,455
+349
687
$245K ﹤0.01%
1,445
688
$245K ﹤0.01%
+3,231
689
$244K ﹤0.01%
+2,953
690
$243K ﹤0.01%
1,184
+78
691
$243K ﹤0.01%
13,439
692
$243K ﹤0.01%
5,121
693
$243K ﹤0.01%
1,670
694
$242K ﹤0.01%
+3,207
695
$241K ﹤0.01%
+2,864
696
$241K ﹤0.01%
+7,244
697
$241K ﹤0.01%
2,976
-286
698
$241K ﹤0.01%
1,488
+88
699
$241K ﹤0.01%
5,401
700
$240K ﹤0.01%
7,051
+490
26 27
28
29 30