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
776
$206K ﹤0.01%
1,046
777
$205K ﹤0.01%
+1,085
778
$205K ﹤0.01%
3,860
+115
779
$204K ﹤0.01%
1,292
780
$204K ﹤0.01%
+973
781
$203K ﹤0.01%
+5,582
782
$203K ﹤0.01%
+1,421
783
$203K ﹤0.01%
+2,260
784
$202K ﹤0.01%
1,524
+84
785
$202K ﹤0.01%
+4,170
786
$202K ﹤0.01%
+2,025
787
$202K ﹤0.01%
+1,715
788
$202K ﹤0.01%
1,349
+1
789
$202K ﹤0.01%
+564
790
$201K ﹤0.01%
+1,284
791
$201K ﹤0.01%
646
792
$201K ﹤0.01%
5,045
793
$196K ﹤0.01%
13,258
+744
794
$195K ﹤0.01%
16,068
+2,977
795
$193K ﹤0.01%
28,001
+17,719
796
$186K ﹤0.01%
10,214
797
$184K ﹤0.01%
19,725
+8,206
798
$177K ﹤0.01%
+10,444
799
$162K ﹤0.01%
23,131
+2,584
800
$161K ﹤0.01%
17,761
+558
30 31
32
33 34