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
ARM icon
876
Arm
ARM
$170B
$212K ﹤0.01%
+1,311
MUSA icon
877
Murphy USA
MUSA
$6.86B
$212K ﹤0.01%
520
RL icon
878
Ralph Lauren
RL
$19.2B
$211K ﹤0.01%
+771
DAR icon
879
Darling Ingredients
DAR
$5.1B
$211K ﹤0.01%
+5,552
NWS icon
880
News Corp Class B
NWS
$16.3B
$210K ﹤0.01%
+6,126
PRIM icon
881
Primoris Services
PRIM
$7.04B
$210K ﹤0.01%
+2,694
VOT icon
882
Vanguard Mid-Cap Growth ETF
VOT
$17.6B
$210K ﹤0.01%
+738
RDN icon
883
Radian Group
RDN
$4.61B
$209K ﹤0.01%
+5,808
SLGN icon
884
Silgan Holdings
SLGN
$4.21B
$209K ﹤0.01%
+3,861
TTEK icon
885
Tetra Tech
TTEK
$8.56B
$209K ﹤0.01%
+5,805
PEGA icon
886
Pegasystems
PEGA
$10.1B
$209K ﹤0.01%
+3,852
TOST icon
887
Toast
TOST
$22.7B
$207K ﹤0.01%
+4,681
PHYS icon
888
Sprott Physical Gold
PHYS
$14.5B
$207K ﹤0.01%
+8,169
HUBS icon
889
HubSpot
HUBS
$24.5B
$207K ﹤0.01%
372
-29
IEMG icon
890
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$207K ﹤0.01%
+3,445
HLI icon
891
Houlihan Lokey
HLI
$12.6B
$205K ﹤0.01%
+1,141
ALLE icon
892
Allegion
ALLE
$14.3B
$205K ﹤0.01%
+1,424
IWC icon
893
iShares Micro-Cap ETF
IWC
$1.01B
$205K ﹤0.01%
+1,605
IJS icon
894
iShares S&P Small-Cap 600 Value ETF
IJS
$6.68B
$204K ﹤0.01%
+2,050
SIGI icon
895
Selective Insurance
SIGI
$4.65B
$203K ﹤0.01%
+2,347
EXP icon
896
Eagle Materials
EXP
$6.64B
$203K ﹤0.01%
1,006
-108
CVLT icon
897
Commault Systems
CVLT
$5.67B
$203K ﹤0.01%
+1,165
FNB icon
898
FNB Corp
FNB
$5.68B
$203K ﹤0.01%
13,928
+641
HAS icon
899
Hasbro
HAS
$10.8B
$203K ﹤0.01%
+2,747
CNO icon
900
CNO Financial Group
CNO
$3.87B
$203K ﹤0.01%
+5,252