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
$215K﹤0.01% 1,384
+28
+2%
+$4.35K
$214K﹤0.01% 585
-35
-6%
-$12.8K
$214K﹤0.01% 6,791
+23
+0.3%
+$724
$212K﹤0.01% 3,055
+13
+0.4%
+$904
$212K﹤0.01% 5,868––
$212K﹤0.01%
+4,273
 New
+$212K
$212K﹤0.01% 1,443
+3
+0.2%
+$440
$211K﹤0.01% 747
+30
+4%
+$8.49K
$211K﹤0.01%
+3,857
 New
+$211K
$211K﹤0.01% 2,205
+7
+0.3%
+$670
$211K﹤0.01% 3,825
-35
-0.9%
-$1.93K
$211K﹤0.01% 4,353
-1,031
-19%
-$49.9K
$210K﹤0.01% 602
+1
+0.2%
+$349
$210K﹤0.01%
+1,056
 New
+$210K
$210K﹤0.01%
+1,412
 New
+$210K
$209K﹤0.01% 5,852
+22
+0.4%
+$787
$209K﹤0.01% 9,246
+27
+0.3%
+$610
$209K﹤0.01%
+6,095
 New
+$209K
$209K﹤0.01%
+4,417
 New
+$209K
$208K﹤0.01% 6,337
-8
-0.1%
-$263
$208K﹤0.01%
+2,677
 New
+$208K
$208K﹤0.01% 7,344
-9
-0.1%
-$254
$208K﹤0.01%
+1,337
 New
+$208K
$207K﹤0.01% 1,356
+7
+0.5%
+$1.07K
$207K﹤0.01% 2,966
-793
-21%
-$55.4K
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