Number of Shares
26,470.00
Current Holdings Value*
$6.41 Mil
% of Portfolio
5.25%
Total Estimate Gain
$6.31 Mil
% of Total Estimate Gain
542.29%

MAI Managed Volatility Fund's Broadcom Inc Holding Summary

As of 2025-05-31, FORUM FUNDS held 26,470.00 shares of Broadcom Inc(AVGO), totaling $6.41 Mil. This investment constitutes 5.25% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2020Q2. And since then MAI Managed Volatility Fund has made 1 purchases of AVGO, at an average price of $40.77, for a total of 28,540.00 shares. In addition, there have been 1 sales at an average price of $31.73 for 2,070.00 shares. Based on historical transaction data and AVGO's current price of $279.88, MAI Managed Volatility Fund's estimated gain on his AVGO holdings is $6.31 Mil, reflecting a 542.29% gain to date.

MAI Managed Volatility Fund AVGO ($279.88) Holding Chart

MAI Managed Volatility Fund AVGO ($279.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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