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