FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.46B
AUM Growth
+$424M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$45M
3
+$39.3M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$31.6M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$22.7M

Top Sells

1
+$10.9M
2
+$746K
3
+$494K
4
GE icon
GE Aerospace
GE
+$389K
5
UL icon
Unilever
UL
+$374K

Sector Composition

1 Healthcare 4.31%
2 Financials 4.14%
3 Technology 3.61%
4 Energy 1.15%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$475K 0.01%
1,065
+6
277
$475K 0.01%
6,249
-690
278
$474K 0.01%
577
+9
279
$471K 0.01%
5,050
-883
280
$469K 0.01%
27,071
281
$464K 0.01%
6,288
-1,750
282
$464K 0.01%
4,827
+1
283
$460K 0.01%
2,925
-25
284
$451K 0.01%
2,491
+25
285
$451K 0.01%
63,965
+36
286
$450K 0.01%
1,468
+25
287
$449K 0.01%
18,739
-75
288
$447K 0.01%
2,337
289
$443K 0.01%
+12,689
290
$442K 0.01%
3,945
291
$442K 0.01%
4,662
+1
292
$442K 0.01%
2,668
+217
293
$442K 0.01%
18,297
-2,904
294
$441K 0.01%
4,230
-147
295
$440K 0.01%
10,170
+3,412
296
$437K 0.01%
8,850
+81
297
$435K 0.01%
2,374
+8
298
$433K 0.01%
2,748
+7
299
$432K 0.01%
1,972
300
$430K 0.01%
7,232
-203
10 11
12
13 14