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
$247K﹤0.01% 1,114
+3
+0.3%
+$666
$247K﹤0.01%
+1,510
 New
+$247K
$247K﹤0.01%
+2,450
 New
+$247K
$246K﹤0.01% 2,366
+4
+0.2%
+$417
$246K﹤0.01%
+1,384
 New
+$246K
$246K﹤0.01% 2,941
+77
+3%
+$6.43K
$245K﹤0.01% 2,097
+78
+4%
+$9.1K
$244K﹤0.01% 1,391––
$244K﹤0.01% 520
-106
-17%
-$49.8K
$244K﹤0.01% 2,232
-5
-0.2%
-$547
$243K﹤0.01% 3,407
+200
+6%
+$14.3K
$242K﹤0.01%
+1,675
 New
+$242K
$240K﹤0.01% 5,518
+776
+16%
+$33.7K
$240K﹤0.01% 29,446
+1,445
+5%
+$11.8K
$240K﹤0.01% 1,975
+3
+0.2%
+$364
$240K﹤0.01% 2,872
+144
+5%
+$12K
$239K﹤0.01% 2,143
+1
+0.1%
+$111
$239K﹤0.01%
+4,738
 New
+$239K
$237K﹤0.01%
+8,261
 New
+$237K
$237K﹤0.01% 993
+2
+0.2%
+$477
$236K﹤0.01% 175
+2
+1%
+$2.7K
$236K﹤0.01% 659
-292
-31%
-$105K
$236K﹤0.01% 10,737––
$236K﹤0.01%
+5,113
 New
+$236K
$235K﹤0.01% 3,611
-385
-10%
-$25.1K
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