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
$200K﹤0.01%
+5,169
 New
+$200K
$200K﹤0.01% 2,867
-1,140
-28%
-$79.6K
$188K﹤0.01% 16,875
-2,850
-14%
-$31.8K
$182K﹤0.01%
+11,932
 New
+$182K
$179K﹤0.01% 13,287
+29
+0.2%
+$390
$172K﹤0.01%
+16,327
 New
+$172K
$170K﹤0.01% 19,142
+1,381
+8%
+$12.3K
$164K﹤0.01% 23,189
+58
+0.3%
+$411
$150K﹤0.01% 16,807
+40
+0.2%
+$358
$146K﹤0.01% 13,939
-2,129
-13%
-$22.4K
$145K﹤0.01% 31,214––
$139K﹤0.01% 25,041
+101
+0.4%
+$562
$129K﹤0.01% 12,058––
$128K﹤0.01% 17,321––
$126K﹤0.01% 19,189––
$124K﹤0.01%
+13,709
 New
+$124K
$117K﹤0.01% 12,701
-716
-5%
-$6.62K
$114K﹤0.01% 13,825
+45
+0.3%
+$370
$111K﹤0.01% 18,701
+2
+0%
+$12
$106K﹤0.01%
+11,366
 New
+$106K
$104K﹤0.01% 26,626
-926
-3%
-$3.63K
$99.8K﹤0.01% 14,978
+11
+0.1%
+$73
$98.8K﹤0.01% 15,931
-132
-0.8%
-$818
$98.4K﹤0.01%
+11,972
 New
+$98.4K
$92.8K﹤0.01% 12,693
+575
+5%
+$4.2K
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