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 | |
|---|---|---|---|---|---|---|---|
| $226K | 0% | 3,917 +5 | +0.1% | +$289 | |||
| $225K | 0% | 7,166 +51 | +0.7% | +$1.6K | |||
| $225K | 0% | 1,293 | New | +$225K | |||
| $225K | 0% | 13,439 | – | – | |||
| $224K | 0% | 2,484 +70 | +3% | +$6.31K | |||
| $223K | 0% | 1,997 -422 | -17% | -$47.2K | |||
| $223K | 0% | 6,211 | New | +$223K | |||
| $223K | 0% | 3,684 +634 | +21% | +$38.3K | |||
| $222K | 0% | 2,200 +2 | +0.1% | +$202 | |||
| $222K | 0% | 4,747 | New | +$222K | |||
| $222K | 0% | 860 +89 | +12% | +$23K | |||
| $222K | 0% | 4,540 +13 | +0.3% | +$635 | |||
| $222K | 0% | 3,954 -10 | -0.3% | -$561 | |||
| $222K | 0% | 983 +3 | +0.3% | +$676 | |||
| $221K | 0% | 6,181 | New | +$221K | |||
| $220K | 0% | 3,209 +18 | +0.6% | +$1.23K | |||
| $220K | 0% | 478 | New | +$220K | |||
| $219K | 0% | 1,316 +2 | +0.2% | +$333 | |||
| $217K | 0% | 3,592 +14 | +0.4% | +$848 | |||
| $217K | 0% | 5,445 | New | +$217K | |||
| $217K | 0% | 1,467 -332 | -18% | -$49.1K | |||
| $217K | 0% | 13,983 | New | +$217K | |||
| $216K | 0% | 2,217 -18 | -0.8% | -$1.75K | |||
| $216K | 0% | 1,501 +217 | +17% | +$31.2K | |||
| $216K | 0% | 1,674 +4 | +0.2% | +$515 |
