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 | |
|---|---|---|---|---|---|---|---|
| $215K | 0% | 1,384 +28 | +2% | +$4.35K | |||
| $214K | 0% | 585 -35 | -6% | -$12.8K | |||
| $214K | 0% | 6,791 +23 | +0.3% | +$724 | |||
| $212K | 0% | 3,055 +13 | +0.4% | +$904 | |||
| $212K | 0% | 5,868 | – | – | |||
| $212K | 0% | 4,273 | New | +$212K | |||
| $212K | 0% | 1,443 +3 | +0.2% | +$440 | |||
| $211K | 0% | 747 +30 | +4% | +$8.49K | |||
| $211K | 0% | 3,857 | New | +$211K | |||
| $211K | 0% | 2,205 +7 | +0.3% | +$670 | |||
| $211K | 0% | 3,825 -35 | -0.9% | -$1.93K | |||
| $211K | 0% | 4,353 -1,031 | -19% | -$49.9K | |||
| $210K | 0% | 602 +1 | +0.2% | +$349 | |||
| $210K | 0% | 1,056 | New | +$210K | |||
| $210K | 0% | 1,412 | New | +$210K | |||
| $209K | 0% | 5,852 +22 | +0.4% | +$787 | |||
| $209K | 0% | 9,246 +27 | +0.3% | +$610 | |||
| $209K | 0% | 6,095 | New | +$209K | |||
| $209K | 0% | 4,417 | New | +$209K | |||
| $208K | 0% | 6,337 -8 | -0.1% | -$263 | |||
| $208K | 0% | 2,677 | New | +$208K | |||
| $208K | 0% | 7,344 -9 | -0.1% | -$254 | |||
| $208K | 0% | 1,337 | New | +$208K | |||
| $207K | 0% | 1,356 +7 | +0.5% | +$1.07K | |||
| $207K | 0% | 2,966 -793 | -21% | -$55.4K |
