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 | |
|---|---|---|---|---|---|---|---|
| $1.03M | 0.02% | 8,031 -49 | -0.6% | -$6.28K | |||
| $1.03M | 0.02% | 4,413 -25 | -0.6% | -$5.83K | |||
| $1.03M | 0.02% | 4,206 +771 | +22% | +$188K | |||
| $1.02M | 0.02% | 194,474 +2,904 | +2% | +$15.3K | |||
| $1.02M | 0.02% | 5,064 | New | +$1.02M | |||
| $1.02M | 0.02% | 2,094 +246 | +13% | +$119K | |||
| $1.01M | 0.02% | 5,649 -3 | -0.1% | -$538 | |||
| $1.01M | 0.02% | 10,152 +2,855 | +39% | +$283K | |||
| $1M | 0.02% | 5,870 | New | +$1M | |||
| $1M | 0.02% | 3,276 -103 | -3% | -$31.4K | |||
| $1M | 0.02% | 3,774 -2 | -0.1% | -$530 | |||
| $994K | 0.02% | 2,006 +7 | +0.4% | +$3.47K | |||
| $986K | 0.02% | 10,390 | – | – | |||
| $978K | 0.02% | 6,994 -1,173 | -14% | -$164K | |||
| $968K | 0.02% | 1,891 +392 | +26% | +$201K | |||
| $961K | 0.02% | 1,565 +115 | +8% | +$70.6K | |||
| $961K | 0.02% | 70,543 | – | – | |||
| $947K | 0.02% | 5,469 +1,102 | +25% | +$191K | |||
| $941K | 0.02% | 7,618 +132 | +2% | +$16.3K | |||
| $928K | 0.02% | 14,218 -294 | -2% | -$19.2K | |||
| $926K | 0.02% | 47,283 | – | – | |||
| $920K | 0.02% | 19,557 -545 | -3% | -$25.6K | |||
| $899K | 0.01% | 16,983 +4 | +0% | +$212 | |||
| $894K | 0.01% | 26,451 | New | +$894K | |||
| $891K | 0.01% | 28,823 | – | – |
