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
276
$847K 0.01%
887
+77
277
$842K 0.01%
6,259
+439
278
$840K 0.01%
1,991
-1
279
$825K 0.01%
181,796
280
$820K 0.01%
1,673
+194
281
$819K 0.01%
1,940
+238
282
$819K 0.01%
33,360
+3
283
$817K 0.01%
4,010
+131
284
$816K 0.01%
6,222
+330
285
$813K 0.01%
7,655
+3,539
286
$812K 0.01%
2,467
+130
287
$811K 0.01%
31,533
+4
288
$810K 0.01%
2,821
+611
289
$808K 0.01%
8,907
+40
290
$800K 0.01%
15,073
291
$797K 0.01%
30,231
+3,406
292
$795K 0.01%
13,030
293
$793K 0.01%
2,661
+494
294
$790K 0.01%
2,340
+181
295
$788K 0.01%
2,545
+182
296
$786K 0.01%
3,249
-379
297
$783K 0.01%
1,122
+5
298
$781K 0.01%
6,508
+613
299
$777K 0.01%
4,503
+1
300
$776K 0.01%
2,241
+223
10 11
12
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