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
701
$240K ﹤0.01%
2,142
+216
702
$239K ﹤0.01%
504
703
$239K ﹤0.01%
4,158
+72
704
$238K ﹤0.01%
2,053
-7
705
$238K ﹤0.01%
+2,198
706
$237K ﹤0.01%
+2,488
707
$236K ﹤0.01%
2,514
+51
708
$236K ﹤0.01%
+4,527
709
$235K ﹤0.01%
+3,760
710
$235K ﹤0.01%
980
711
$235K ﹤0.01%
+1,338
712
$234K ﹤0.01%
+9,219
713
$234K ﹤0.01%
+2,155
714
$233K ﹤0.01%
2,198
+43
715
$232K ﹤0.01%
+2,306
716
$231K ﹤0.01%
+2,571
717
$231K ﹤0.01%
+4,008
718
$230K ﹤0.01%
1,293
+423
719
$230K ﹤0.01%
+3,759
720
$230K ﹤0.01%
27,038
+6,987
721
$230K ﹤0.01%
+2,035
722
$229K ﹤0.01%
+4,719
723
$228K ﹤0.01%
9,289
-2
724
$228K ﹤0.01%
2,235
-134
725
$226K ﹤0.01%
4,017
27 28
29
30 31