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
$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
276
$692K 0.01%
9,764
-192
277
$690K 0.01%
13,971
+3,091
278
$689K 0.01%
68,699
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279
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6,094
-35
280
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19,565
+195
281
$666K 0.01%
1,210
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282
$658K 0.01%
24,887
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283
$656K 0.01%
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284
$656K 0.01%
12,269
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285
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286
$652K 0.01%
16,620
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287
$650K 0.01%
30,184
+9,704
288
$648K 0.01%
6,788
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289
$636K 0.01%
3,508
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290
$635K 0.01%
10,003
-7,126
291
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292
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7,184
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293
$630K 0.01%
5,782
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294
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3,055
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295
$625K 0.01%
4,501
-506
296
$624K 0.01%
16,487
+2,578
297
$624K 0.01%
7,725
-228
298
$622K 0.01%
5,648
+2,785
299
$617K 0.01%
3,004
-49
300
$614K 0.01%
20,179
+460
10 11
12
13 14