FFM

Forum Financial Management Portfolio holdings

AUM $6.04B
This Quarter Return
+0.53%
1 Year Return
+5.36%
3 Year Return
+13.52%
5 Year Return
–
10 Year Return
–
AUM
$6.04B
AUM Growth
+$6.03M
Cap. Flow
+$10.1M
Cap. Flow %
0.17%
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

1Technology4.01%
2Healthcare3.32%
3Financials2.66%
4Communication Services1.5%
5Consumer Discretionary1.24%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.52M0.03% 8,440
-130
-2%
-$23.4K
$1.51M0.03% 7,332
-2,810
-28%
-$580K
$1.51M0.03% 2,978
-6
-0.2%
-$3.05K
$1.51M0.02% 25,222
-882
-3%
-$52.7K
$1.5M0.02% 5,637
-4
-0.1%
-$1.07K
$1.5M0.02% 8,670
+2,563
+42%
+$443K
$1.5M0.02% 4,552
-100
-2%
-$32.9K
$1.48M0.02% 10,895
-502
-4%
-$68.1K
$1.48M0.02% 4,732
+86
+2%
+$26.8K
$1.48M0.02% 9,846
-442
-4%
-$66.3K
$1.47M0.02% 54,016––
$1.45M0.02% 1,535
-16
-1%
-$15.1K
$1.44M0.02% 63,613
-18,286
-22%
-$415K
$1.42M0.02%
+16,297
 New
+$1.42M
$1.42M0.02% 9,968
+62
+0.6%
+$8.82K
$1.4M0.02% 36,409
+110
+0.3%
+$4.23K
$1.39M0.02% 17,760
-1,876
-10%
-$147K
$1.36M0.02% 11,561
+7
+0.1%
+$822
$1.36M0.02% 13,448
+112
+0.8%
+$11.3K
$1.35M0.02% 6,966
+464
+7%
+$90K
$1.29M0.02%
+17,558
 New
+$1.29M
$1.29M0.02% 5,439
-29
-0.5%
-$6.87K
$1.25M0.02% 20,807
-739
-3%
-$44.4K
$1.24M0.02%
+2,856
 New
+$1.24M
$1.22M0.02% 25,260
-30,681
-55%
-$1.48M
1 5678938