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 | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -7,713 | Closed | – | |||
| $0 | 0% | 0 -3,757 | Closed | – | |||
| $0 | 0% | 0 -3,231 | Closed | – | |||
| $0 | 0% | 0 -4,534 | Closed | – | |||
| $0 | 0% | 0 -5,933 | Closed | – | |||
| $0 | 0% | 0 -2,763 | Closed | – | |||
| $0 | 0% | 0 -646 | Closed | – | |||
| $0 | 0% | 0 -2,512 | Closed | – | |||
| $0 | 0% | 0 -3,300 | Closed | – | |||
| $0 | 0% | 0 -922 | Closed | – | |||
| $0 | 0% | 0 -4,719 | Closed | – | |||
| $0 | 0% | 0 -1,005 | Closed | – | |||
| $0 | 0% | 0 -2,025 | Closed | – | |||
| $0 | 0% | 0 -1,451 | Closed | – | |||
| $0 | 0% | 0 -5,209 | Closed | – | |||
| $0 | 0% | 0 -1,406 | Closed | – | |||
| $0 | 0% | 0 -7,446 | Closed | – | |||
| $0 | 0% | 0 -11,793 | Closed | – | |||
| $0 | 0% | 0 -3,554 | Closed | – | |||
| $0 | 0% | 0 -1,085 | Closed | – | |||
| $0 | 0% | 0 -1,588 | Closed | – | |||
| $0 | 0% | 0 -4,279 | Closed | – | |||
| $0 | 0% | 0 -2,155 | Closed | – | |||
| $0 | 0% | 0 -1,421 | Closed | – | |||
| $0 | 0% | 0 -1,585 | Closed | – |
