FPCG

Forum Private Client Group Portfolio holdings

AUM $281M
1-Year Est. Return 8.51%
This Quarter Est. Return
1 Year Est. Return
+8.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.2M
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$2.79M
3
+$171K

Top Sells

1
+$15.8M
2
+$11.9M
3
+$10.7M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$9.93M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$9.65M

Sector Composition

1 Energy 78.97%
2 Communication Services 0%
3 Consumer Staples 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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