FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.04B
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,008
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.3M
3
+$21.4M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10M

Top Sells

1
+$7.11M
2
+$7M
3
+$6.46M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$5.72M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$4.64M

Sector Composition

1 Technology 4.01%
2 Healthcare 3.32%
3 Financials 2.66%
4 Communication Services 1.5%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$891K 0.01%
9,330
-15
227
$887K 0.01%
9,793
-182
228
$883K 0.01%
+3,853
229
$878K 0.01%
5,090
+22
230
$871K 0.01%
32,208
-100
231
$857K 0.01%
1,410
+45
232
$855K 0.01%
20,659
-779
233
$854K 0.01%
20,424
+1,351
234
$852K 0.01%
8,863
235
$837K 0.01%
+16,496
236
$832K 0.01%
42,049
+3,057
237
$820K 0.01%
4,797
+229
238
$816K 0.01%
12,020
-1,009
239
$814K 0.01%
3,203
-636
240
$810K 0.01%
3,871
+20
241
$808K 0.01%
13,483
-5,228
242
$806K 0.01%
8,371
+2
243
$800K 0.01%
23,382
-27
244
$798K 0.01%
10,956
+136
245
$793K 0.01%
4,962
+2
246
$790K 0.01%
17,256
-82
247
$785K 0.01%
8,055
248
$784K 0.01%
3,212
-34
249
$778K 0.01%
12,369
+65
250
$778K 0.01%
18,898
+12
8 9
10
11 12