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
$6.57B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.59%
2 Healthcare 2.81%
3 Financials 2.63%
4 Communication Services 1.72%
5 Consumer Discretionary 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AIT icon
826
Applied Industrial Technologies
AIT
$9.73B
$229K ﹤0.01%
984
+1
DPZ icon
827
Domino's
DPZ
$13.5B
$228K ﹤0.01%
507
+29
SN icon
828
SharkNinja
SN
$12.2B
$228K ﹤0.01%
2,307
-565
LNC icon
829
Lincoln National
LNC
$7.75B
$227K ﹤0.01%
6,574
+363
SNEX icon
830
StoneX
SNEX
$4.44B
$227K ﹤0.01%
+2,488
VMI icon
831
Valmont Industries
VMI
$8.06B
$227K ﹤0.01%
+694
DOCS icon
832
Doximity
DOCS
$12B
$226K ﹤0.01%
+3,691
CAG icon
833
Conagra Brands
CAG
$8.18B
$226K ﹤0.01%
11,052
-1,990
CADE icon
834
Cadence Bank
CADE
$6.95B
$226K ﹤0.01%
7,055
+458
LRN icon
835
Stride
LRN
$3.15B
$225K ﹤0.01%
+1,553
MHK icon
836
Mohawk Industries
MHK
$6.83B
$225K ﹤0.01%
2,143
-165
NXST icon
837
Nexstar Media Group
NXST
$5.95B
$225K ﹤0.01%
1,299
CALM icon
838
Cal-Maine
CALM
$4.3B
$224K ﹤0.01%
+2,249
AGO icon
839
Assured Guaranty
AGO
$3.9B
$224K ﹤0.01%
2,571
AUR icon
840
Aurora
AUR
$8.63B
$224K ﹤0.01%
42,663
GFS icon
841
GlobalFoundries
GFS
$19.8B
$224K ﹤0.01%
+5,852
RRX icon
842
Regal Rexnord
RRX
$9.14B
$223K ﹤0.01%
+1,541
CNI icon
843
Canadian National Railway
CNI
$59.1B
$223K ﹤0.01%
2,143
-5,912
BLD icon
844
TopBuild
BLD
$11.4B
$222K ﹤0.01%
+686
G icon
845
Genpact
G
$6.77B
$222K ﹤0.01%
5,043
+305
CORT icon
846
Corcept Therapeutics
CORT
$8.06B
$222K ﹤0.01%
3,019
+137
IDCC icon
847
InterDigital
IDCC
$9.93B
$221K ﹤0.01%
+987
PR icon
848
Permian Resources
PR
$9.03B
$221K ﹤0.01%
16,238
-4,040
ILMN icon
849
Illumina
ILMN
$18.7B
$221K ﹤0.01%
+2,317
PLNT icon
850
Planet Fitness
PLNT
$7.7B
$221K ﹤0.01%
+2,024