FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
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
$9.9B
$229K ﹤0.01%
984
+1
DPZ icon
827
Domino's
DPZ
$14.6B
$228K ﹤0.01%
507
+29
SN icon
828
SharkNinja
SN
$16.3B
$228K ﹤0.01%
2,307
-565
LNC icon
829
Lincoln National
LNC
$8.78B
$227K ﹤0.01%
6,574
+363
SNEX icon
830
StoneX
SNEX
$5B
$227K ﹤0.01%
+2,488
VMI icon
831
Valmont Industries
VMI
$8.11B
$227K ﹤0.01%
+694
DOCS icon
832
Doximity
DOCS
$8.22B
$226K ﹤0.01%
+3,691
CAG icon
833
Conagra Brands
CAG
$8.3B
$226K ﹤0.01%
11,052
-1,990
CADE icon
834
Cadence Bank
CADE
$8.14B
$226K ﹤0.01%
7,055
+458
LRN icon
835
Stride
LRN
$2.9B
$225K ﹤0.01%
+1,553
MHK icon
836
Mohawk Industries
MHK
$6.67B
$225K ﹤0.01%
2,143
-165
NXST icon
837
Nexstar Media Group
NXST
$6.12B
$225K ﹤0.01%
1,299
CALM icon
838
Cal-Maine
CALM
$4.16B
$224K ﹤0.01%
+2,249
AGO icon
839
Assured Guaranty
AGO
$4.17B
$224K ﹤0.01%
2,571
AUR icon
840
Aurora
AUR
$8.05B
$224K ﹤0.01%
42,663
GFS icon
841
GlobalFoundries
GFS
$20.4B
$224K ﹤0.01%
+5,852
RRX icon
842
Regal Rexnord
RRX
$9.29B
$223K ﹤0.01%
+1,541
CNI icon
843
Canadian National Railway
CNI
$60.4B
$223K ﹤0.01%
2,143
-5,912
BLD icon
844
TopBuild
BLD
$12B
$222K ﹤0.01%
+686
G icon
845
Genpact
G
$8.26B
$222K ﹤0.01%
5,043
+305
CORT icon
846
Corcept Therapeutics
CORT
$8.81B
$222K ﹤0.01%
3,019
+137
IDCC icon
847
InterDigital
IDCC
$8.61B
$221K ﹤0.01%
+987
PR icon
848
Permian Resources
PR
$10.3B
$221K ﹤0.01%
16,238
-4,040
ILMN icon
849
Illumina
ILMN
$20.6B
$221K ﹤0.01%
+2,317
PLNT icon
850
Planet Fitness
PLNT
$9.24B
$221K ﹤0.01%
+2,024