FFM

Forum Financial Management Portfolio holdings

AUM $7.69B
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
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
AMP icon
326
Ameriprise Financial
AMP
$40.9B
$708K 0.01%
1,441
-22
RCL icon
327
Royal Caribbean
RCL
$74.2B
$706K 0.01%
2,181
-671
MNST icon
328
Monster Beverage
MNST
$72.3B
$702K 0.01%
10,425
+1,466
PPG icon
329
PPG Industries
PPG
$23.3B
$701K 0.01%
6,670
+3,738
APO icon
330
Apollo Global Management
APO
$63B
$700K 0.01%
5,254
+112
NKE icon
331
Nike
NKE
$79.2B
$695K 0.01%
9,970
-46
CHD icon
332
Church & Dwight Co
CHD
$22.3B
$691K 0.01%
7,887
+1,913
CTSH icon
333
Cognizant
CTSH
$28.8B
$690K 0.01%
10,291
+829
DFSD icon
334
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.36B
$685K 0.01%
14,224
-2,208
RBLX icon
335
Roblox
RBLX
$39.3B
$683K 0.01%
4,932
NMR icon
336
Nomura Holdings
NMR
$22.9B
$683K 0.01%
93,911
+1,100
CHTR icon
337
Charter Communications
CHTR
$27.2B
$682K 0.01%
2,478
+811
EQT icon
338
EQT Corp
EQT
$41B
$681K 0.01%
12,514
+225
KEY icon
339
KeyCorp
KEY
$21.7B
$681K 0.01%
36,435
+3,761
DGX icon
340
Quest Diagnostics
DGX
$21.5B
$678K 0.01%
3,556
+1,329
SNPS icon
341
Synopsys
SNPS
$79.8B
$676K 0.01%
1,371
+396
RSG icon
342
Republic Services
RSG
$67.1B
$672K 0.01%
2,930
+912
STM icon
343
STMicroelectronics
STM
$28.3B
$672K 0.01%
+23,785
CBRE icon
344
CBRE Group
CBRE
$39.4B
$672K 0.01%
4,265
+46
CARR icon
345
Carrier Global
CARR
$49.2B
$672K 0.01%
11,250
+2,084
TEM
346
Tempus AI
TEM
$8.69B
$671K 0.01%
8,312
+9
WAB icon
347
Wabtec
WAB
$42.2B
$670K 0.01%
3,342
-27
EA icon
348
Electronic Arts
EA
$50.4B
$668K 0.01%
3,314
+1
FCNCA icon
349
First Citizens BancShares
FCNCA
$22.4B
$666K 0.01%
372
+48
DASH icon
350
DoorDash
DASH
$67.5B
$664K 0.01%
2,441
12 13
14
15 16