FFM
Forum Financial Management Portfolio holdings
AUM
$7.31B
1-Year Est. Return
12.26%
1 Year Est. Return
+12.26%
AUM
$6.57B
AUM Growth
+$531M
(+8.8%)
Holding
989
Top Buys
| 1 | +$39.4M | |
| 2 | +$25.7M | |
| 3 | +$23.3M | |
| 4 |
Dimensional Global Core Plus Fixed Income ETF
DFGP
|
+$15.6M |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$8.25M |
Top Sells
| 1 | +$11.5M | |
| 2 | +$9.33M | |
| 3 | +$8.24M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$7.83M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$7.79M |
Sector Composition
| 1 | Technology | 4.59% |
| 2 | Healthcare | 2.81% |
| 3 | Financials | 2.63% |
| 4 | Communication Services | 1.72% |
| 5 | Consumer Discretionary | 1.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Constellation Energy
CEG
$111B
| $754K | 0.01% |
2,337
+851
|
|
||
277
CrowdStrike
CRWD
$121B
| $753K | 0.01% |
1,479
+162
|
|
||
278
Twilio
TWLO
$21.5B
| $753K | 0.01% |
6,055
+405
|
|
||
279
Ferrari
RACE
$67.1B
| $753K | 0.01% |
1,534
+129
|
|
||
280
Schwab US Broad Market ETF
SCHB
$38B
| $751K | 0.01% |
31,529
+1,345
|
|
||
281
D.R. Horton
DHI
$42.8B
| $750K | 0.01% |
5,817
+149
|
|
||
282
Ford
F
$53.7B
| $750K | 0.01% |
69,095
+396
|
|
||
283
Hershey
HSY
$38.4B
| $744K | 0.01% |
4,486
-311
|
|
||
284
Flex
FLEX
$23.8B
| $742K | 0.01% |
14,855
-1,399
|
|
||
285
Cognizant
CTSH
$41.2B
| $738K | 0.01% |
9,462
+2,699
|
|
||
286
Northern Trust
NTRS
$26.4B
| $738K | 0.01% |
5,820
+495
|
|
||
287
Amphenol
APH
$166B
| $737K | 0.01% |
7,463
+782
|
|
||
288
CSX Corp
CSX
$68B
| $730K | 0.01% |
22,375
+2,171
|
|
||
289
Apollo Global Management
APO
$84.9B
| $729K | 0.01% |
5,142
|
|
||
290
Cheniere Energy
LNG
$40.8B
| $729K | 0.01% |
2,992
+165
|
|
||
291
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.3B
| $727K | 0.01% |
10,003
|
|
||
292
Rivian
RIVN
$27.5B
| $722K | 0.01% |
52,531
+15,362
|
|
||
293
SLB Ltd
SLB
$56.9B
| $718K | 0.01% |
21,248
+824
|
|
||
294
EQT Corp
EQT
$33.6B
| $717K | 0.01% |
12,289
+20
|
|
||
295
Huntington Bancshares
HBAN
$27.9B
| $716K | 0.01% |
42,749
+18,198
|
|
||
296
British American Tobacco
BTI
$123B
| $713K | 0.01% |
15,073
-5,586
|
|
||
297
Nike
NKE
$86.8B
| $712K | 0.01% |
10,016
+5,368
|
|
||
298
Wabtec
WAB
$37B
| $706K | 0.01% |
3,369
-139
|
|
||
299
Synchrony
SYF
$30.5B
| $701K | 0.01% |
10,509
+2,017
|
|
||
300
Brookfield Renewable
BEPC
$6.85B
| $700K | 0.01% |
21,357
-5
|
|