FFM

Forum Financial Management Portfolio holdings

AUM $7.69B
1-Year Est. Return 18.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.69B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$50.5M
2
+$40.2M
3
+$32M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$26.5M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$17.9M

Top Sells

1
+$5.15M
2
+$3.21M
3
+$3.16M
4
MU icon
Micron Technology
MU
+$2.74M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.68M

Sector Composition

1 Technology 4.14%
2 Healthcare 2.94%
3 Financials 2.65%
4 Communication Services 1.92%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NUE icon
351
Nucor
NUE
$46.1B
$688K 0.01%
4,220
+16
OXY icon
352
Occidental Petroleum
OXY
$54B
$688K 0.01%
16,730
+1,177
CBRE icon
353
CBRE Group
CBRE
$44.7B
$686K 0.01%
4,266
+1
NEE icon
354
NextEra Energy
NEE
$192B
$684K 0.01%
8,524
+41
EA icon
355
Electronic Arts
EA
$50.9B
$678K 0.01%
3,320
+6
BNS icon
356
Scotiabank
BNS
$94.5B
$677K 0.01%
9,182
NXPI icon
357
NXP Semiconductors
NXPI
$55.9B
$676K 0.01%
3,113
-17
CMA
358
DELISTED
Comerica
CMA
$674K 0.01%
7,749
-447
FTNT icon
359
Fortinet
FTNT
$61.1B
$673K 0.01%
8,478
+46
FSLR icon
360
First Solar
FSLR
$20.7B
$672K 0.01%
2,574
-884
FWONK icon
361
Liberty Media Series C
FWONK
$22.5B
$672K 0.01%
6,825
+1,849
L icon
362
Loews
L
$22.9B
$670K 0.01%
6,366
EQT icon
363
EQT Corp
EQT
$35.6B
$668K 0.01%
12,464
-50
PFG icon
364
Principal Financial Group
PFG
$20.8B
$666K 0.01%
7,546
+11
GSK icon
365
GSK
GSK
$115B
$662K 0.01%
13,496
+4
VWO icon
366
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$661K 0.01%
12,300
+355
EW icon
367
Edwards Lifesciences
EW
$47B
$657K 0.01%
7,702
CTRA icon
368
Coterra Energy
CTRA
$23.9B
$649K 0.01%
24,658
+19
SHW icon
369
Sherwin-Williams
SHW
$85.1B
$648K 0.01%
2,001
-240
UTHR icon
370
United Therapeutics
UTHR
$25.1B
$648K 0.01%
1,330
NDAQ icon
371
Nasdaq
NDAQ
$49.9B
$648K 0.01%
6,668
+64
CINF icon
372
Cincinnati Financial
CINF
$25.8B
$645K 0.01%
3,950
EQNR icon
373
Equinor
EQNR
$89.7B
$643K 0.01%
27,229
CVNA icon
374
Carvana
CVNA
$57.5B
$643K 0.01%
1,524
+4
TEM
375
Tempus AI
TEM
$10.2B
$643K 0.01%
10,883
+2,571
13 14
15
16 17