FFG

Forum Finance Group Portfolio holdings

AUM $184M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$9.26M
3 +$8.82M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$7.51M
5
MSFT icon
Microsoft
MSFT
+$6.99M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.92%
2 Communication Services 10.19%
3 Consumer Discretionary 9.28%
4 Industrials 7.64%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BETR icon
226
Better Home & Finance Holding
BETR
$509M
$32K 0.02%
+900
AGNC icon
227
AGNC Investment
AGNC
$11.9B
$31K 0.02%
+3,840
BITO icon
228
ProShares Bitcoin Strategy ETF
BITO
$1.93B
$29K 0.02%
+3,795
SIMO icon
229
Silicon Motion
SIMO
$8.82B
$29K 0.02%
+310
SOXL icon
230
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$20.9B
$29K 0.02%
+651
IHAK icon
231
iShares Cybersecurity and Tech ETF
IHAK
$824M
$28K 0.02%
+780
PAVE icon
232
Global X US Infrastructure Development ETF
PAVE
$13.2B
$27K 0.01%
+650
XLK icon
233
State Street Technology Select Sector SPDR ETF
XLK
$115B
$26K 0.01%
+240
CHKP icon
234
Check Point Software Technologies
CHKP
$12.9B
$24K 0.01%
+200
UEC icon
235
Uranium Energy
UEC
$6.69B
$24K 0.01%
+2,300
PAYC icon
236
Paycom
PAYC
$6.35B
$22K 0.01%
+225
ASHR icon
237
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.85B
$21K 0.01%
+800
ICLN icon
238
iShares Global Clean Energy ETF
ICLN
$2.8B
$21K 0.01%
+1,500
BIDU icon
239
Baidu
BIDU
$46B
$20K 0.01%
+230
NKE icon
240
Nike
NKE
$62B
$20K 0.01%
+600
NOW icon
241
ServiceNow
NOW
$98B
$20K 0.01%
+250
RNAC icon
242
Cartesian Therapeutics
RNAC
$217M
$20K 0.01%
+3,900
CRWV
243
CoreWeave Inc
CRWV
$58.5B
$20K 0.01%
+300
BTDR icon
244
Bitdeer Technologies
BTDR
$3.25B
$19K 0.01%
+2,500
DXCM icon
245
DexCom
DXCM
$23.8B
$19K 0.01%
+370
GBTC icon
246
Grayscale Bitcoin Trust
GBTC
$11.9B
$19K 0.01%
+440
SAP icon
247
SAP
SAP
$198B
$19K 0.01%
+140
UPRO icon
248
ProShares UltraPro S&P 500
UPRO
$5.09B
$19K 0.01%
+240
EC icon
249
Ecopetrol
EC
$26.9B
$18K 0.01%
+1,500
EMD
250
Western Asset Emerging Markets Debt Fund
EMD
$609M
$17K 0.01%
+1,920