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
351
$520K 0.01%
12,035
+35
352
$519K 0.01%
1,634
-4
353
$519K 0.01%
6,096
354
$518K 0.01%
1,536
-5
355
$517K 0.01%
6,763
+825
356
$516K 0.01%
6,916
+5
357
$516K 0.01%
4,559
+1,050
358
$515K 0.01%
8,621
-211
359
$513K 0.01%
47,851
+4,648
360
$513K 0.01%
6,296
+2
361
$513K 0.01%
2,869
-4
362
$513K 0.01%
8,326
363
$511K 0.01%
3,908
+1
364
$509K 0.01%
+15,735
365
$508K 0.01%
3,598
+414
366
$507K 0.01%
275
+6
367
$506K 0.01%
+7,111
368
$503K 0.01%
1,606
-10
369
$502K 0.01%
2,423
+6
370
$500K 0.01%
8,831
+3,308
371
$499K 0.01%
8,299
372
$498K 0.01%
7,812
+1,828
373
$497K 0.01%
12,142
+3
374
$497K 0.01%
2,145
+1
375
$497K 0.01%
15,730
13 14
15
16 17