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
251
$946K 0.01%
2,416
+322
252
$942K 0.01%
26,517
+4,142
253
$941K 0.01%
872
+1
254
$938K 0.01%
195,049
+6,740
255
$932K 0.01%
77,906
+8,811
256
$924K 0.01%
7,464
+1
257
$923K 0.01%
4,275
+275
258
$919K 0.01%
18,866
+1,611
259
$914K 0.01%
10,000
+334
260
$912K 0.01%
4,156
+250
261
$906K 0.01%
26,299
-226
262
$893K 0.01%
4,775
+289
263
$892K 0.01%
3,795
+803
264
$891K 0.01%
11,294
-84
265
$888K 0.01%
14,216
+36
266
$887K 0.01%
15,635
+2,345
267
$887K 0.01%
7,398
+210
268
$882K 0.01%
13,036
+235
269
$872K 0.01%
15,196
270
$870K 0.01%
4,056
+78
271
$866K 0.01%
1,374
+128
272
$863K 0.01%
6,515
+141
273
$862K 0.01%
4,278
+686
274
$861K 0.01%
14,858
+3
275
$855K 0.01%
19,200
+2,551
9 10
11
12 13