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
326
$573K 0.01%
23,658
327
$572K 0.01%
3,869
+4
328
$571K 0.01%
16,998
+399
329
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7,536
-449
330
$562K 0.01%
6,118
+2
331
$561K 0.01%
951
+104
332
$556K 0.01%
57,292
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333
$553K 0.01%
5,650
+1,099
334
$552K 0.01%
4,415
+1,302
335
$550K 0.01%
+5,758
336
$549K 0.01%
22,911
-6
337
$546K 0.01%
8,605
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338
$545K 0.01%
14,562
-1
339
$544K 0.01%
6,447
+2
340
$542K 0.01%
18,750
341
$538K 0.01%
16,254
-1,952
342
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13,795
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343
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3,344
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344
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830
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345
$525K 0.01%
5,325
346
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11,559
-385
347
$521K 0.01%
+8,664
348
$521K 0.01%
7,119
+161
349
$520K 0.01%
8,880
+737
350
$520K 0.01%
2,734
+283
12 13
14
15 16