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
$235K﹤0.01% 11,165
-276
-2%
-$5.81K
$235K﹤0.01% 2,551
+5
+0.2%
+$460
$235K﹤0.01%
+7,690
 New
+$235K
$234K﹤0.01% 5,396
-5
-0.1%
-$217
$234K﹤0.01% 5,508
-1,466
-21%
-$62.4K
$234K﹤0.01% 12,668––
$234K﹤0.01% 2,488––
$234K﹤0.01%
+3,067
 New
+$234K
$234K﹤0.01% 612
+15
+3%
+$5.73K
$234K﹤0.01% 4,460
-851
-16%
-$44.6K
$233K﹤0.01%
+115,488
 New
+$233K
$233K﹤0.01% 1,299
+7
+0.5%
+$1.26K
$233K﹤0.01% 1,286
+3
+0.2%
+$543
$232K﹤0.01% 2,514––
$232K﹤0.01%
+1,382
 New
+$232K
$232K﹤0.01% 4,966
+5
+0.1%
+$234
$232K﹤0.01% 4,471
+454
+11%
+$23.5K
$231K﹤0.01% 2,147
+6
+0.3%
+$645
$231K﹤0.01% 5,702
+86
+2%
+$3.48K
$230K﹤0.01% 2,873
-750
-21%
-$60.2K
$230K﹤0.01% 2,521
+44
+2%
+$4.01K
$229K﹤0.01% 401
-5
-1%
-$2.86K
$228K﹤0.01% 1,420
-68
-5%
-$10.9K
$227K﹤0.01% 3,207
-1,324
-29%
-$93.6K
$227K﹤0.01% 2,571––
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