FFM
Forum Financial Management Portfolio holdings
AUM
$6.57B
1-Year Return
12.97%
This Quarter Return
-2.49%
1 Year Return
+12.97%
3 Year Return
+40.49%
5 Year Return
–
10 Year Return
–
AUM
$6.04B
AUM Growth
+$28.8M
(+0.48%)
Cap. Flow
+$224M
Cap. Flow
% of AUM
3.71%
Top 10 Holdings %
Top 10 Hldgs %
76.22%
Holding
970
New
203
Increased
496
Reduced
100
Closed
78
Top Buys
Top Sells
| 1 |
Amgen
AMGN
|
$113M |
| 2 |
Apple
AAPL
|
$70.9M |
| 3 |
Amazon
AMZN
|
$19.3M |
| 4 |
Old Second Bancorp
OSBC
|
$17.6M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$9.9M |
Sector Composition
| 1 | Technology | 2.93% |
| 2 | Financials | 2.31% |
| 3 | Communication Services | 1.28% |
| 4 | Healthcare | 1.27% |
| 5 | Industrials | 1.06% |
