FPCG
Forum Private Client Group Portfolio holdings
AUM
$259M
This Quarter Return
-4.89%
1 Year Return
+9.45%
3 Year Return
+39.13%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.45%
Holding
64
New
64
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 1.96% |
| 2 | Technology | 0.67% |
| 3 | Financials | 0.58% |
| 4 | Communication Services | 0.38% |
| 5 | Energy | 0.18% |
