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 | |
|---|---|---|---|---|---|---|---|
| $1.52M | 0.03% | 8,440 -130 | -2% | -$23.4K | |||
| $1.51M | 0.03% | 7,332 -2,810 | -28% | -$580K | |||
| $1.51M | 0.03% | 2,978 -6 | -0.2% | -$3.05K | |||
| $1.51M | 0.02% | 25,222 -882 | -3% | -$52.7K | |||
| $1.5M | 0.02% | 5,637 -4 | -0.1% | -$1.07K | |||
| $1.5M | 0.02% | 8,670 +2,563 | +42% | +$443K | |||
| $1.5M | 0.02% | 4,552 -100 | -2% | -$32.9K | |||
| $1.48M | 0.02% | 10,895 -502 | -4% | -$68.1K | |||
| $1.48M | 0.02% | 4,732 +86 | +2% | +$26.8K | |||
| $1.48M | 0.02% | 9,846 -442 | -4% | -$66.3K | |||
| $1.47M | 0.02% | 54,016 | – | – | |||
| $1.45M | 0.02% | 1,535 -16 | -1% | -$15.1K | |||
| $1.44M | 0.02% | 63,613 -18,286 | -22% | -$415K | |||
| $1.42M | 0.02% | 16,297 | New | +$1.42M | |||
| $1.42M | 0.02% | 9,968 +62 | +0.6% | +$8.82K | |||
| $1.4M | 0.02% | 36,409 +110 | +0.3% | +$4.23K | |||
| $1.39M | 0.02% | 17,760 -1,876 | -10% | -$147K | |||
| $1.36M | 0.02% | 11,561 +7 | +0.1% | +$822 | |||
| $1.36M | 0.02% | 13,448 +112 | +0.8% | +$11.3K | |||
| $1.35M | 0.02% | 6,966 +464 | +7% | +$90K | |||
| $1.29M | 0.02% | 17,558 | New | +$1.29M | |||
| $1.29M | 0.02% | 5,439 -29 | -0.5% | -$6.87K | |||
| $1.25M | 0.02% | 20,807 -739 | -3% | -$44.4K | |||
| $1.24M | 0.02% | 2,856 | New | +$1.24M | |||
| $1.22M | 0.02% | 25,260 -30,681 | -55% | -$1.48M |
