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 | |
|---|---|---|---|---|---|---|---|
| $1.17M | 0.02% | 3,154 +699 | +28% | +$260K | |||
| $1.17M | 0.02% | 4,428 +39 | +0.9% | +$10.3K | |||
| $1.17M | 0.02% | 5,288 +16 | +0.3% | +$3.53K | |||
| $1.15M | 0.02% | 36,870 +135 | +0.4% | +$4.22K | |||
| $1.14M | 0.02% | 18,729 +1,845 | +11% | +$113K | |||
| $1.14M | 0.02% | 7,816 -513 | -6% | -$74.7K | |||
| $1.14M | 0.02% | 5,368 +92 | +2% | +$19.5K | |||
| $1.12M | 0.02% | 23,467 -14,626 | -38% | -$695K | |||
| $1.11M | 0.02% | 9,589 +1,023 | +12% | +$118K | |||
| $1.11M | 0.02% | 6,295 -70 | -1% | -$12.3K | |||
| $1.11M | 0.02% | 22,150 +17,980 | +431% | +$897K | |||
| $1.1M | 0.02% | 4,052 -43 | -1% | -$11.7K | |||
| $1.1M | 0.02% | 16,978 +371 | +2% | +$24K | |||
| $1.09M | 0.02% | 16,035 -2,251 | -12% | -$153K | |||
| $1.08M | 0.02% | 9,748 | New | +$1.08M | |||
| $1.08M | 0.02% | 13,456 +42 | +0.3% | +$3.37K | |||
| $1.07M | 0.02% | 12,319 | New | +$1.07M | |||
| $1.07M | 0.02% | 7,362 | New | +$1.07M | |||
| $1.07M | 0.02% | 73,520 -36 | -0.1% | -$522 | |||
| $1.06M | 0.02% | 25,081 +239 | +1% | +$10.1K | |||
| $1.04M | 0.02% | 24,410 -7,957 | -25% | -$341K | |||
| $1.04M | 0.02% | 9,348 -20 | -0.2% | -$2.23K | |||
| $1.04M | 0.02% | 1,540 -366 | -19% | -$246K | |||
| $1.03M | 0.02% | 8,477 +666 | +9% | +$81.1K | |||
| $1.03M | 0.02% | 10,596 +735 | +7% | +$71.6K |
