FFM

Forum Financial Management Portfolio holdings

AUM $6.04B
AUM
$6.04B
AUM Growth
+$6.03M
Cap. Flow
+$288M
Cap. Flow %
4.77%
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

1Technology4.03%
2Healthcare3.32%
3Financials2.66%
4Communication Services1.49%
5Consumer Discretionary1.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$207K0%7,612 ––
$207K0%689
+27
+4%
+$8.1K
$206K0%3,785 New
+$206K
$206K0%2,852
+147
+5%
+$10.6K
$205K0%1,857
-2
-0.1%
-$221
$205K0%8,694 ––
$204K0%1,696 New
+$204K
$204K0%1,575
+51
+3%
+$6.6K
$204K0%762 New
+$204K
$203K0%3,909
+10
+0.3%
+$520
$202K0%361
-47
-12%
-$26.4K
$202K0%2,291
+59
+3%
+$5.21K
$202K0%2,040
+118
+6%
+$11.7K
$202K0%689
+125
+22%
+$36.7K
$202K0%100,000 ––
$202K0%23,166
-1,405
-6%
-$12.2K
$202K0%832 New
+$202K
$201K0%3,303
+8
+0.2%
+$487
$201K0%905 ––
$201K0%413 New
+$201K
$201K0%1,983 New
+$201K
$201K0%2,655 New
+$201K
$200K0%4,035 New
+$200K
$200K0%4,355
+12
+0.3%
+$552
$200K0%6,597
+319
+5%
+$9.69K
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