FFM
Forum Financial Management Portfolio holdings
AUM
$6.57B
1-Year Return
12.97%
This Quarter Return
+0.53%
1 Year Return
+12.97%
3 Year Return
+40.49%
5 Year Return
–
10 Year Return
–
AUM
$6.04B
AUM Growth
+$6.03M
(+0.1%)
Cap. Flow
+$9.75M
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
76.67%
Holding
1,008
New
117
Increased
366
Reduced
278
Closed
140
Top Buys
| 1 |
Amgen
AMGN
|
$109M |
| 2 |
Apple
AAPL
|
$70.3M |
| 3 |
Amazon
AMZN
|
$21.4M |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$14M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$10M |
Top Sells
Sector Composition
| 1 | Technology | 4.01% |
| 2 | Healthcare | 3.32% |
| 3 | Financials | 2.66% |
| 4 | Communication Services | 1.5% |
| 5 | Consumer Discretionary | 1.24% |
