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 | |
|---|---|---|---|---|---|---|---|
| $5.39M | 0.09% | 20,782 -7,072 | -25% | -$1.83M | |||
| $5.32M | 0.09% | 32,057 -352 | -1% | -$58.4K | |||
| $5.31M | 0.09% | 82,033 | – | – | |||
| $5.14M | 0.09% | 102,866 +21,610 | +27% | +$1.08M | |||
| $4.87M | 0.08% | 357,561 | – | – | |||
| $4.87M | 0.08% | 5,145 +229 | +5% | +$217K | |||
| $4.83M | 0.08% | 160,123 | – | – | |||
| $4.74M | 0.08% | 17,674 | – | – | |||
| $4.53M | 0.07% | 8,648 +168 | +2% | +$88K | |||
| $4.42M | 0.07% | 156,169 +88 | +0.1% | +$2.49K | |||
| $4.36M | 0.07% | 104,507 | New | +$4.36M | |||
| $4.18M | 0.07% | 24,503 +269 | +1% | +$45.8K | |||
| $4.03M | 0.07% | 56,088 +192 | +0.3% | +$13.8K | |||
| $4M | 0.07% | 34,255 +13,238 | +63% | +$1.54M | |||
| $3.97M | 0.07% | 22,477 | – | – | |||
| $3.82M | 0.06% | 229,865 -13,972 | -6% | -$232K | |||
| $3.68M | 0.06% | 66,327 -500 | -0.8% | -$27.7K | |||
| $3.68M | 0.06% | 17,753 | New | +$3.68M | |||
| $3.65M | 0.06% | 48,679 +65 | +0.1% | +$4.88K | |||
| $3.62M | 0.06% | 74,614 | New | +$3.62M | |||
| $3.61M | 0.06% | 85,798 +3,243 | +4% | +$137K | |||
| $3.43M | 0.06% | 222,120 | – | – | |||
| $3.39M | 0.06% | 14,215 +3,076 | +28% | +$733K | |||
| $3.35M | 0.06% | 65,893 -2,468 | -4% | -$125K | |||
| $3.29M | 0.05% | 9,391 -656 | -7% | -$230K |
