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 | |
|---|---|---|---|---|---|---|---|
| $247K | 0% | 1,114 +3 | +0.3% | +$666 | |||
| $247K | 0% | 1,510 | New | +$247K | |||
| $247K | 0% | 2,450 | New | +$247K | |||
| $246K | 0% | 2,366 +4 | +0.2% | +$417 | |||
| $246K | 0% | 1,384 | New | +$246K | |||
| $246K | 0% | 2,941 +77 | +3% | +$6.43K | |||
| $245K | 0% | 2,097 +78 | +4% | +$9.1K | |||
| $244K | 0% | 1,391 | – | – | |||
| $244K | 0% | 520 -106 | -17% | -$49.8K | |||
| $244K | 0% | 2,232 -5 | -0.2% | -$547 | |||
| $243K | 0% | 3,407 +200 | +6% | +$14.3K | |||
| $242K | 0% | 1,675 | New | +$242K | |||
| $240K | 0% | 5,518 +776 | +16% | +$33.7K | |||
| $240K | 0% | 29,446 +1,445 | +5% | +$11.8K | |||
| $240K | 0% | 1,975 +3 | +0.2% | +$364 | |||
| $240K | 0% | 2,872 +144 | +5% | +$12K | |||
| $239K | 0% | 2,143 +1 | +0.1% | +$111 | |||
| $239K | 0% | 4,738 | New | +$239K | |||
| $237K | 0% | 8,261 | New | +$237K | |||
| $237K | 0% | 993 +2 | +0.2% | +$477 | |||
| $236K | 0% | 175 +2 | +1% | +$2.7K | |||
| $236K | 0% | 659 -292 | -31% | -$105K | |||
| $236K | 0% | 10,737 | – | – | |||
| $236K | 0% | 5,113 | New | +$236K | |||
| $235K | 0% | 3,611 -385 | -10% | -$25.1K |
