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 | |
|---|---|---|---|---|---|---|---|
| $235K | 0% | 11,165 -276 | -2% | -$5.81K | |||
| $235K | 0% | 2,551 +5 | +0.2% | +$460 | |||
| $235K | 0% | 7,690 | New | +$235K | |||
| $234K | 0% | 5,396 -5 | -0.1% | -$217 | |||
| $234K | 0% | 5,508 -1,466 | -21% | -$62.4K | |||
| $234K | 0% | 12,668 | – | – | |||
| $234K | 0% | 2,488 | – | – | |||
| $234K | 0% | 3,067 | New | +$234K | |||
| $234K | 0% | 612 +15 | +3% | +$5.73K | |||
| $234K | 0% | 4,460 -851 | -16% | -$44.6K | |||
| $233K | 0% | 115,488 | New | +$233K | |||
| $233K | 0% | 1,299 +7 | +0.5% | +$1.26K | |||
| $233K | 0% | 1,286 +3 | +0.2% | +$543 | |||
| $232K | 0% | 2,514 | – | – | |||
| $232K | 0% | 1,382 | New | +$232K | |||
| $232K | 0% | 4,966 +5 | +0.1% | +$234 | |||
| $232K | 0% | 4,471 +454 | +11% | +$23.5K | |||
| $231K | 0% | 2,147 +6 | +0.3% | +$645 | |||
| $231K | 0% | 5,702 +86 | +2% | +$3.48K | |||
| $230K | 0% | 2,873 -750 | -21% | -$60.2K | |||
| $230K | 0% | 2,521 +44 | +2% | +$4.01K | |||
| $229K | 0% | 401 -5 | -1% | -$2.86K | |||
| $228K | 0% | 1,420 -68 | -5% | -$10.9K | |||
| $227K | 0% | 3,207 -1,324 | -29% | -$93.6K | |||
| $227K | 0% | 2,571 | – | – |
