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
$1.17M0.02% 3,154
+699
+28%
+$260K
$1.17M0.02% 4,428
+39
+0.9%
+$10.3K
$1.17M0.02% 5,288
+16
+0.3%
+$3.53K
$1.15M0.02% 36,870
+135
+0.4%
+$4.22K
$1.14M0.02% 18,729
+1,845
+11%
+$113K
$1.14M0.02% 7,816
-513
-6%
-$74.7K
$1.14M0.02% 5,368
+92
+2%
+$19.5K
$1.12M0.02% 23,467
-14,626
-38%
-$695K
$1.11M0.02% 9,589
+1,023
+12%
+$118K
$1.11M0.02% 6,295
-70
-1%
-$12.3K
$1.11M0.02% 22,150
+17,980
+431%
+$897K
$1.1M0.02% 4,052
-43
-1%
-$11.7K
$1.1M0.02% 16,978
+371
+2%
+$24K
$1.09M0.02% 16,035
-2,251
-12%
-$153K
$1.08M0.02%
+9,748
 New
+$1.08M
$1.08M0.02% 13,456
+42
+0.3%
+$3.37K
$1.07M0.02%
+12,319
 New
+$1.07M
$1.07M0.02%
+7,362
 New
+$1.07M
$1.07M0.02% 73,520
-36
-0.1%
-$522
$1.06M0.02% 25,081
+239
+1%
+$10.1K
$1.04M0.02% 24,410
-7,957
-25%
-$341K
$1.04M0.02% 9,348
-20
-0.2%
-$2.23K
$1.04M0.02% 1,540
-366
-19%
-$246K
$1.03M0.02% 8,477
+666
+9%
+$81.1K
$1.03M0.02% 10,596
+735
+7%
+$71.6K
1 67891038