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
$6.04B
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
970
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$20M
3
+$14.9M
4
MSFT icon
Microsoft
MSFT
+$12.5M
5
VGSR icon
Vert Global Sustainable Real Estate ETF
VGSR
+$11.5M

Top Sells

1
+$113M
2
+$70.9M
3
+$19.3M
4
OSBC icon
Old Second Bancorp
OSBC
+$17.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$9.9M

Sector Composition

1 Technology 2.93%
2 Financials 2.31%
3 Communication Services 1.28%
4 Healthcare 1.27%
5 Industrials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.28M 0.02%
4,652
+170
152
$1.28M 0.02%
5,468
+370
153
$1.27M 0.02%
5,318
+351
154
$1.27M 0.02%
6,502
+176
155
$1.27M 0.02%
8,566
+111
156
$1.25M 0.02%
25,181
+106
157
$1.25M 0.02%
5,641
+12
158
$1.24M 0.02%
14,512
+8,813
159
$1.23M 0.02%
6,365
+1,103
160
$1.22M 0.02%
3,776
+33
161
$1.21M 0.02%
3,839
+307
162
$1.19M 0.02%
5,276
+1,526
163
$1.19M 0.02%
13,336
+1,621
164
$1.19M 0.02%
24,842
+12,479
165
$1.17M 0.02%
257,032
+52,337
166
$1.16M 0.02%
8,329
-48
167
$1.15M 0.02%
73,556
+47,465
168
$1.14M 0.02%
7,417
+1,265
169
$1.13M 0.02%
10,256
-685
170
$1.13M 0.02%
21,546
+5,449
171
$1.11M 0.02%
3,379
-9
172
$1.11M 0.02%
9,368
+287
173
$1.1M 0.02%
13,414
-53
174
$1.1M 0.02%
4,438
-1
175
$1.09M 0.02%
1,906
+13
5 6
7
8 9