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 | |
|---|---|---|---|---|---|---|---|
| $1.84M | 0.03% | 13,169 -900 | -6% | -$126K | |||
| $1.83M | 0.03% | 10,694 +4,640 | +77% | +$792K | |||
| $1.81M | 0.03% | 18,447 +308 | +2% | +$30.2K | |||
| $1.79M | 0.03% | 6,648 | New | +$1.79M | |||
| $1.79M | 0.03% | 62,579 -795 | -1% | -$22.7K | |||
| $1.78M | 0.03% | 27,359 | New | +$1.78M | |||
| $1.78M | 0.03% | 42,417 -6,445 | -13% | -$271K | |||
| $1.72M | 0.03% | 257,032 | – | – | |||
| $1.72M | 0.03% | 20,499 | New | +$1.72M | |||
| $1.7M | 0.03% | 114,324 | – | – | |||
| $1.67M | 0.03% | 18,622 +5,880 | +46% | +$528K | |||
| $1.67M | 0.03% | 1,740 | – | – | |||
| $1.65M | 0.03% | 23,741 -156 | -0.7% | -$10.8K | |||
| $1.64M | 0.03% | 10,653 +3,236 | +44% | +$497K | |||
| $1.62M | 0.03% | 6,291 | – | – | |||
| $1.61M | 0.03% | 5,474 | New | +$1.61M | |||
| $1.61M | 0.03% | 7,860 -342 | -4% | -$70.1K | |||
| $1.6M | 0.03% | 2 | New | +$1.6M | |||
| $1.59M | 0.03% | 3,198 +6 | +0.2% | +$2.99K | |||
| $1.57M | 0.03% | 26,597 +1,416 | +6% | +$83.5K | |||
| $1.57M | 0.03% | 8,212 -276 | -3% | -$52.6K | |||
| $1.56M | 0.03% | 5,107 | New | +$1.56M | |||
| $1.55M | 0.03% | 4,041 -211 | -5% | -$80.9K | |||
| $1.52M | 0.03% | 5,375 +57 | +1% | +$16.1K | |||
| $1.52M | 0.03% | 35,354 | New | +$1.52M |
