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 -1,691 | Closed | – | |||
| $0 | 0% | 0 -2,976 | Closed | – | |||
| $0 | 0% | 0 -3,197 | Closed | – | |||
| $0 | 0% | 0 -942 | Closed | – | |||
| $0 | 0% | 0 -4,071 | Closed | – | |||
| $0 | 0% | 0 -10,215 | Closed | – | |||
| $0 | 0% | 0 -10,444 | Closed | – | |||
| $0 | 0% | 0 -1,017 | Closed | – | |||
| $0 | 0% | 0 -1,948 | Closed | – | |||
| $0 | 0% | 0 -1,046 | Closed | – | |||
| $0 | 0% | 0 -5,419 | Closed | – | |||
| $0 | 0% | 0 -973 | Closed | – | |||
| $0 | 0% | 0 -2,053 | Closed | – | |||
| $0 | 0% | 0 -26 | Closed | – | |||
| $0 | 0% | 0 -14,301 | Closed | – | |||
| $0 | 0% | 0 | – | – | |||
| $0 | 0% | 0 -3,115 | Closed | – | |||
| $0 | 0% | 0 -13,845 | Closed | – | |||
| $0 | 0% | 0 -621 | Closed | – | |||
| $0 | 0% | 0 -2,773 | Closed | – | |||
| $0 | 0% | 0 -4,523 | Closed | – | |||
| $0 | 0% | 0 -1,947 | Closed | – | |||
| $0 | 0% | 0 -4,971 | Closed | – | |||
| $0 | 0% | 0 -7,017 | Closed | – | |||
| $0 | 0% | 0 -1,977 | Closed | – |
