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
726
$226K ﹤0.01%
1,948
+1
727
$225K ﹤0.01%
+5,419
728
$225K ﹤0.01%
3,295
729
$224K ﹤0.01%
+3,112
730
$224K ﹤0.01%
+1,330
731
$224K ﹤0.01%
4,561
-108
732
$223K ﹤0.01%
4,279
+442
733
$223K ﹤0.01%
+3,861
734
$223K ﹤0.01%
1,474
+74
735
$223K ﹤0.01%
+662
736
$222K ﹤0.01%
6,345
+424
737
$222K ﹤0.01%
807
+5
738
$222K ﹤0.01%
+942
739
$222K ﹤0.01%
+2,060
740
$221K ﹤0.01%
+4,833
741
$221K ﹤0.01%
1,274
+35
742
$221K ﹤0.01%
1,005
743
$221K ﹤0.01%
+3,191
744
$221K ﹤0.01%
+3,042
745
$220K ﹤0.01%
+771
746
$220K ﹤0.01%
+905
747
$218K ﹤0.01%
1,730
748
$217K ﹤0.01%
+1,314
749
$216K ﹤0.01%
+6,278
750
$215K ﹤0.01%
4,343
+3
28 29
30
31 32