FFM

Forum Financial Management Portfolio holdings

AUM $7.07B
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.31B
AUM Growth
+$733M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,061
New
Increased
Reduced
Closed

Top Buys

1
+$55.9M
2
+$54.6M
3
+$42.6M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$34.6M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$25.3M

Top Sells

1
+$58.6M
2
+$2.16M
3
+$1.37M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$890K
5
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$855K

Sector Composition

1 Technology 4.27%
2 Healthcare 2.72%
3 Financials 2.68%
4 Communication Services 1.81%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.04M 0.01%
9,670
-127
227
$1.04M 0.01%
9,987
+686
228
$1.03M 0.01%
32,210
+1
229
$1.01M 0.01%
17,055
+46
230
$1.01M 0.01%
6,004
+73
231
$1.01M 0.01%
4,272
-121
232
$1.01M 0.01%
5,137
+26
233
$1M 0.01%
6,800
+500
234
$1M 0.01%
22,212
+7,649
235
$999K 0.01%
5,430
-155
236
$996K 0.01%
48,199
237
$990K 0.01%
13,182
-437
238
$989K 0.01%
1,983
+955
239
$988K 0.01%
7,664
+2,391
240
$988K 0.01%
8,984
+1
241
$986K 0.01%
5,818
+1
242
$985K 0.01%
5,788
-5
243
$976K 0.01%
7,288
+1,013
244
$968K 0.01%
12,329
+17
245
$960K 0.01%
2,971
+33
246
$958K 0.01%
2,809
+177
247
$957K 0.01%
13,119
+1,616
248
$955K 0.01%
11,359
+822
249
$954K 0.01%
40,962
+2,936
250
$948K 0.01%
27,569
+6,321
8 9
10
11 12