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
326
$708K 0.01%
1,441
-22
327
$706K 0.01%
2,181
-671
328
$702K 0.01%
10,425
+1,466
329
$701K 0.01%
6,670
+3,738
330
$700K 0.01%
5,254
+112
331
$695K 0.01%
9,970
-46
332
$691K 0.01%
7,887
+1,913
333
$690K 0.01%
10,291
+829
334
$685K 0.01%
14,224
-2,208
335
$683K 0.01%
4,932
336
$683K 0.01%
93,911
+1,100
337
$682K 0.01%
2,478
+811
338
$681K 0.01%
12,514
+225
339
$681K 0.01%
36,435
+3,761
340
$678K 0.01%
3,556
+1,329
341
$676K 0.01%
1,371
+396
342
$672K 0.01%
2,930
+912
343
$672K 0.01%
+23,785
344
$672K 0.01%
4,265
+46
345
$672K 0.01%
11,250
+2,084
346
$671K 0.01%
8,312
+9
347
$670K 0.01%
3,342
-27
348
$668K 0.01%
3,314
+1
349
$666K 0.01%
372
+48
350
$664K 0.01%
2,441
12 13
14
15 16