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
301
$774K 0.01%
10,712
+1,675
302
$774K 0.01%
10,390
303
$768K 0.01%
14,450
+1,300
304
$767K 0.01%
10,003
305
$765K 0.01%
19,506
+4,766
306
$763K 0.01%
3,458
+423
307
$756K 0.01%
2,126
+863
308
$751K 0.01%
1,547
+13
309
$748K 0.01%
10,530
+21
310
$747K 0.01%
11,206
+1,296
311
$744K 0.01%
31,283
+146
312
$738K 0.01%
42,755
+6
313
$735K 0.01%
21,357
314
$735K 0.01%
15,553
+1,480
315
$726K 0.01%
5,446
+548
316
$724K 0.01%
26,513
+1,628
317
$724K 0.01%
3,277
+341
318
$723K 0.01%
2,455
+7
319
$718K 0.01%
3,430
+30
320
$717K 0.01%
5,139
+615
321
$713K 0.01%
3,130
+1
322
$711K 0.01%
15,329
+4,702
323
$711K 0.01%
5,458
+900
324
$710K 0.01%
1,556
325
$709K 0.01%
8,432
+56
11 12
13
14 15