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
251
$774K 0.01%
5,861
-500
252
$768K 0.01%
10,155
+399
253
$766K 0.01%
+11,554
254
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5,789
-1,638
255
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2,175
-172
256
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17,022
+5
257
$743K 0.01%
17,863
-261
258
$740K 0.01%
48,199
259
$737K 0.01%
11,872
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260
$731K 0.01%
6,489
-11,100
261
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3,139
-11
262
$724K 0.01%
3,611
-1,230
263
$721K 0.01%
3,617
-30
264
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5,668
-11
265
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8,978
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266
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267
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268
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2,040
269
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894
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270
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+9,111
271
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2,093
-38
272
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5,142
-1
273
$701K 0.01%
8,607
+7
274
$694K 0.01%
181,796
275
$693K 0.01%
11,645
-83
9 10
11
12 13