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
$3.46B
AUM Growth
+$424M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$45M
3
+$39.3M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$31.6M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$22.7M

Top Sells

1
+$10.9M
2
+$746K
3
+$494K
4
GE icon
GE Aerospace
GE
+$389K
5
UL icon
Unilever
UL
+$374K

Sector Composition

1 Healthcare 4.31%
2 Financials 4.14%
3 Technology 3.61%
4 Energy 1.15%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$386K 0.01%
2,924
+48
327
$386K 0.01%
1,831
-229
328
$386K 0.01%
10,943
+4
329
$382K 0.01%
12,770
+5,318
330
$382K 0.01%
10,810
+321
331
$381K 0.01%
4,866
+216
332
$379K 0.01%
3,306
-245
333
$378K 0.01%
9,104
334
$377K 0.01%
9,758
-360
335
$377K 0.01%
1,311
+8
336
$376K 0.01%
7,151
+2,632
337
$375K 0.01%
31,872
338
$375K 0.01%
25,997
339
$373K 0.01%
12,705
+179
340
$371K 0.01%
2,803
341
$370K 0.01%
1,642
342
$368K 0.01%
5,204
-2
343
$367K 0.01%
11,318
344
$366K 0.01%
1,992
-25
345
$365K 0.01%
2,235
+42
346
$364K 0.01%
6,281
+40
347
$362K 0.01%
7,108
-1
348
$361K 0.01%
8,600
+4
349
$361K 0.01%
1,144
+96
350
$360K 0.01%
4,941
-94
12 13
14
15 16