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
301
$610K 0.01%
11,435
+6
302
$604K 0.01%
2,335
+126
303
$603K 0.01%
5,482
+1,240
304
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1,636
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305
$602K 0.01%
8,901
-12
306
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2,441
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307
$601K 0.01%
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308
$599K 0.01%
323
309
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130
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310
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13,030
311
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16,892
+7,585
312
$598K 0.01%
5,450
-282
313
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21,362
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314
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1,245
-1
315
$595K 0.01%
20,204
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316
$593K 0.01%
2,177
317
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3,476
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318
$592K 0.01%
3,435
-84
319
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4,758
320
$586K 0.01%
4,714
321
$583K 0.01%
19,085
-1,939
322
$580K 0.01%
9,419
-837
323
$579K 0.01%
13,282
+1,811
324
$579K 0.01%
3,515
-188
325
$575K 0.01%
1,313
-54
11 12
13
14 15