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
$7.31B
AUM Growth
+$733M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,061
New
Increased
Reduced
Closed

Top Sells

1 +$65.9M
2 +$2.5M
3 +$1.41M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$922K
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
URI icon
276
United Rentals
URI
$51B
$847K 0.01%
887
+77
NTRS icon
277
Northern Trust
NTRS
$24.7B
$842K 0.01%
6,259
+439
TT icon
278
Trane Technologies
TT
$91.2B
$840K 0.01%
1,991
-1
LYG icon
279
Lloyds Banking Group
LYG
$76B
$825K 0.01%
181,796
CRWD icon
280
CrowdStrike
CRWD
$130B
$820K 0.01%
1,673
+194
CMI icon
281
Cummins
CMI
$69.2B
$819K 0.01%
1,940
+238
HPE icon
282
Hewlett Packard
HPE
$28.9B
$819K 0.01%
33,360
+3
PANW icon
283
Palo Alto Networks
PANW
$132B
$817K 0.01%
4,010
+131
EMR icon
284
Emerson Electric
EMR
$74.1B
$816K 0.01%
6,222
+330
EXE
285
Expand Energy Corp
EXE
$28B
$813K 0.01%
7,655
+3,539
CEG icon
286
Constellation Energy
CEG
$114B
$812K 0.01%
2,467
+130
SCHB icon
287
Schwab US Broad Market ETF
SCHB
$38.2B
$811K 0.01%
31,533
+4
LH icon
288
Labcorp
LH
$22B
$810K 0.01%
2,821
+611
ACGL icon
289
Arch Capital
ACGL
$33.6B
$808K 0.01%
8,907
+40
BTI icon
290
British American Tobacco
BTI
$126B
$800K 0.01%
15,073
RF icon
291
Regions Financial
RF
$22.3B
$797K 0.01%
30,231
+3,406
ODC icon
292
Oil-Dri
ODC
$791M
$795K 0.01%
13,030
VEEV icon
293
Veeva Systems
VEEV
$39.5B
$793K 0.01%
2,661
+494
COIN icon
294
Coinbase
COIN
$71B
$790K 0.01%
2,340
+181
AJG icon
295
Arthur J. Gallagher & Co
AJG
$62.7B
$788K 0.01%
2,545
+182
IWM icon
296
iShares Russell 2000 ETF
IWM
$71.1B
$786K 0.01%
3,249
-379
SPOT icon
297
Spotify
SPOT
$119B
$783K 0.01%
1,122
+5
WDC icon
298
Western Digital
WDC
$54.7B
$781K 0.01%
6,508
+613
RJF icon
299
Raymond James Financial
RJF
$30.6B
$777K 0.01%
4,503
+1
SHW icon
300
Sherwin-Williams
SHW
$83.7B
$776K 0.01%
2,241
+223