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
351
$664K 0.01%
27,229
+1,962
352
$663K 0.01%
5,787
+1
353
$662K 0.01%
25,934
+1,772
354
$661K 0.01%
1,446
+129
355
$655K 0.01%
22,659
-68
356
$654K 0.01%
1,116
-194
357
$652K 0.01%
908
-30
358
$651K 0.01%
6,751
+213
359
$648K 0.01%
+6,944
360
$648K 0.01%
1,710
+71
361
$647K 0.01%
11,945
-303
362
$642K 0.01%
6,519
+1,096
363
$640K 0.01%
8,483
-279
364
$639K 0.01%
6,366
+803
365
$637K 0.01%
4,822
+590
366
$634K 0.01%
10,615
-1,644
367
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11,880
+204
368
$632K 0.01%
5,444
+983
369
$629K 0.01%
2,046
+167
370
$625K 0.01%
19,182
+420
371
$625K 0.01%
19,990
+216
372
$625K 0.01%
7,535
+602
373
$624K 0.01%
3,950
+1
374
$624K 0.01%
2,712
-15
375
$613K 0.01%
2,490
+1
13 14
15
16 17