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
$226K﹤0.01% 3,917
+5
+0.1%
+$289
$225K﹤0.01% 7,166
+51
+0.7%
+$1.6K
$225K﹤0.01%
+1,293
 New
+$225K
$225K﹤0.01% 13,439––
$224K﹤0.01% 2,484
+70
+3%
+$6.31K
$223K﹤0.01% 1,997
-422
-17%
-$47.2K
$223K﹤0.01%
+6,211
 New
+$223K
$223K﹤0.01% 3,684
+634
+21%
+$38.3K
$222K﹤0.01% 2,200
+2
+0.1%
+$202
$222K﹤0.01%
+4,747
 New
+$222K
$222K﹤0.01% 860
+89
+12%
+$23K
$222K﹤0.01% 4,540
+13
+0.3%
+$635
$222K﹤0.01% 3,954
-10
-0.3%
-$561
$222K﹤0.01% 983
+3
+0.3%
+$676
$221K﹤0.01%
+6,181
 New
+$221K
$220K﹤0.01% 3,209
+18
+0.6%
+$1.23K
$220K﹤0.01%
+478
 New
+$220K
$219K﹤0.01% 1,316
+2
+0.2%
+$333
$217K﹤0.01% 3,592
+14
+0.4%
+$848
$217K﹤0.01%
+5,445
 New
+$217K
$217K﹤0.01% 1,467
-332
-18%
-$49.1K
$217K﹤0.01%
+13,983
 New
+$217K
$216K﹤0.01% 2,217
-18
-0.8%
-$1.75K
$216K﹤0.01% 1,501
+217
+17%
+$31.2K
$216K﹤0.01% 1,674
+4
+0.2%
+$515
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