FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
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
+$57M
2
+$55.8M
3
+$44M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$35.3M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$25.5M

Top Sells

1
+$65.9M
2
+$2.5M
3
+$1.41M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$922K
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
AMP icon
326
Ameriprise Financial
AMP
$42.4B
$708K 0.01%
1,441
-22
RCL icon
327
Royal Caribbean
RCL
$72.3B
$706K 0.01%
2,181
-671
MNST icon
328
Monster Beverage
MNST
$73B
$702K 0.01%
10,425
+1,466
PPG icon
329
PPG Industries
PPG
$22.5B
$701K 0.01%
6,670
+3,738
APO icon
330
Apollo Global Management
APO
$76.7B
$700K 0.01%
5,254
+112
NKE icon
331
Nike
NKE
$96B
$695K 0.01%
9,970
-46
CHD icon
332
Church & Dwight Co
CHD
$20.1B
$691K 0.01%
7,887
+1,913
CTSH icon
333
Cognizant
CTSH
$37.5B
$690K 0.01%
10,291
+829
DFSD icon
334
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.72B
$685K 0.01%
14,224
-2,208
RBLX icon
335
Roblox
RBLX
$65.8B
$683K 0.01%
4,932
NMR icon
336
Nomura Holdings
NMR
$22.5B
$683K 0.01%
93,911
+1,100
CHTR icon
337
Charter Communications
CHTR
$25.6B
$682K 0.01%
2,478
+811
EQT icon
338
EQT Corp
EQT
$36.6B
$681K 0.01%
12,514
+225
KEY icon
339
KeyCorp
KEY
$20B
$681K 0.01%
36,435
+3,761
DGX icon
340
Quest Diagnostics
DGX
$20.3B
$678K 0.01%
3,556
+1,329
SNPS icon
341
Synopsys
SNPS
$83.5B
$676K 0.01%
1,371
+396
RSG icon
342
Republic Services
RSG
$65.8B
$672K 0.01%
2,930
+912
STM icon
343
STMicroelectronics
STM
$21.4B
$672K 0.01%
+23,785
CBRE icon
344
CBRE Group
CBRE
$47.4B
$672K 0.01%
4,265
+46
CARR icon
345
Carrier Global
CARR
$45.3B
$672K 0.01%
11,250
+2,084
TEM
346
Tempus AI
TEM
$13.2B
$671K 0.01%
8,312
+9
WAB icon
347
Wabtec
WAB
$35.6B
$670K 0.01%
3,342
-27
EA icon
348
Electronic Arts
EA
$50.8B
$668K 0.01%
3,314
+1
FCNCA icon
349
First Citizens BancShares
FCNCA
$23.7B
$666K 0.01%
372
+48
DASH icon
350
DoorDash
DASH
$93.5B
$664K 0.01%
2,441
12 13
14
15 16