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
ERIE icon
851
Erie Indemnity
ERIE
$14.8B
$220K ﹤0.01%
+635
BURL icon
852
Burlington
BURL
$17.5B
$220K ﹤0.01%
946
-47
MP icon
853
MP Materials
MP
$9.57B
$220K ﹤0.01%
+6,612
AVY icon
854
Avery Dennison
AVY
$14B
$220K ﹤0.01%
1,253
-131
LPX icon
855
Louisiana-Pacific
LPX
$5.63B
$220K ﹤0.01%
2,556
+5
RMBS icon
856
Rambus
RMBS
$10.4B
$220K ﹤0.01%
+3,430
GATX icon
857
GATX Corp
GATX
$6.16B
$219K ﹤0.01%
1,429
+92
NXT icon
858
Nextpower Inc
NXT
$13.2B
$219K ﹤0.01%
+4,036
TYL icon
859
Tyler Technologies
TYL
$19.7B
$219K ﹤0.01%
+370
BTBT icon
860
Bit Digital
BTBT
$722M
$219K ﹤0.01%
100,000
HOMB icon
861
Home BancShares
HOMB
$5.59B
$219K ﹤0.01%
7,683
+339
VOD icon
862
Vodafone
VOD
$30.3B
$218K ﹤0.01%
20,484
-6,501
IESC icon
863
IES Holdings
IESC
$8.14B
$218K ﹤0.01%
+736
VCTR icon
864
Victory Capital Holdings
VCTR
$4.09B
$217K ﹤0.01%
+3,414
KNSL icon
865
Kinsale Capital Group
KNSL
$9.29B
$217K ﹤0.01%
449
+36
WSO icon
866
Watsco Inc
WSO
$14.1B
$217K ﹤0.01%
492
-47
CNM icon
867
Core & Main
CNM
$10.2B
$216K ﹤0.01%
+3,580
AA icon
868
Alcoa
AA
$13.3B
$216K ﹤0.01%
7,306
-384
EAT icon
869
Brinker International
EAT
$6.64B
$215K ﹤0.01%
+1,192
SANM icon
870
Sanmina
SANM
$8.27B
$214K ﹤0.01%
+2,192
CMC icon
871
Commercial Metals
CMC
$7.72B
$213K ﹤0.01%
4,363
+8
COKE icon
872
Coca-Cola Consolidated
COKE
$11.1B
$213K ﹤0.01%
1,911
+161
MASI icon
873
Masimo
MASI
$7.2B
$213K ﹤0.01%
1,266
-50
COLB icon
874
Columbia Banking Systems
COLB
$8.63B
$213K ﹤0.01%
+9,105
LOAR icon
875
Loar Holdings
LOAR
$6.32B
$212K ﹤0.01%
+2,466