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
ERIE icon
851
Erie Indemnity
ERIE
$15.1B
$220K ﹤0.01%
+635
BURL icon
852
Burlington
BURL
$17.2B
$220K ﹤0.01%
946
-47
MP icon
853
MP Materials
MP
$9.73B
$220K ﹤0.01%
+6,612
AVY icon
854
Avery Dennison
AVY
$13.5B
$220K ﹤0.01%
1,253
-131
LPX icon
855
Louisiana-Pacific
LPX
$5.44B
$220K ﹤0.01%
2,556
+5
RMBS icon
856
Rambus
RMBS
$11.7B
$220K ﹤0.01%
+3,430
NXT icon
857
Nextracker
NXT
$16.6B
$219K ﹤0.01%
+4,036
GATX icon
858
GATX Corp
GATX
$5.45B
$219K ﹤0.01%
1,429
+92
TYL icon
859
Tyler Technologies
TYL
$19.8B
$219K ﹤0.01%
+370
BTBT icon
860
Bit Digital
BTBT
$1.05B
$219K ﹤0.01%
100,000
HOMB icon
861
Home BancShares
HOMB
$5.33B
$219K ﹤0.01%
7,683
+339
VOD icon
862
Vodafone
VOD
$26.9B
$218K ﹤0.01%
20,484
-6,501
IESC icon
863
IES Holdings
IESC
$8.13B
$218K ﹤0.01%
+736
VCTR icon
864
Victory Capital Holdings
VCTR
$4.17B
$217K ﹤0.01%
+3,414
KNSL icon
865
Kinsale Capital Group
KNSL
$9.18B
$217K ﹤0.01%
449
+36
WSO icon
866
Watsco Inc
WSO
$14.5B
$217K ﹤0.01%
492
-47
CNM icon
867
Core & Main
CNM
$9.8B
$216K ﹤0.01%
+3,580
AA icon
868
Alcoa
AA
$9.26B
$216K ﹤0.01%
7,306
-384
EAT icon
869
Brinker International
EAT
$4.6B
$215K ﹤0.01%
+1,192
SANM icon
870
Sanmina
SANM
$9.68B
$214K ﹤0.01%
+2,192
CMC icon
871
Commercial Metals
CMC
$6.37B
$213K ﹤0.01%
4,363
+8
COKE icon
872
Coca-Cola Consolidated
COKE
$11.5B
$213K ﹤0.01%
1,911
+161
MASI icon
873
Masimo
MASI
$7.63B
$213K ﹤0.01%
1,266
-50
COLB icon
874
Columbia Banking Systems
COLB
$7.93B
$213K ﹤0.01%
+9,105
LOAR icon
875
Loar Holdings
LOAR
$7.05B
$212K ﹤0.01%
+2,466