FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
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
+$57M
2
+$55.8M
3
+$44M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$35.3M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$25.5M

Top Sells

1
+$65.9M
2
+$2.5M
3
+$1.41M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$922K
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
JBL icon
376
Jabil
JBL
$22.7B
$609K 0.01%
2,802
+2
TWLO icon
377
Twilio
TWLO
$19.7B
$607K 0.01%
6,060
+5
KR icon
378
Kroger
KR
$44.4B
$604K 0.01%
8,959
+67
WDAY icon
379
Workday
WDAY
$56B
$602K 0.01%
2,502
+911
EW icon
380
Edwards Lifesciences
EW
$49.2B
$599K 0.01%
7,702
+1,366
SMCI icon
381
Super Micro Computer
SMCI
$19.7B
$598K 0.01%
+12,471
AON icon
382
Aon
AON
$74.3B
$597K 0.01%
1,675
+245
SW
383
Smurfit Westrock
SW
$18B
$597K 0.01%
14,016
-1,630
LDOS icon
384
Leidos
LDOS
$23.9B
$596K 0.01%
3,156
+725
BNS icon
385
Scotiabank
BNS
$87.7B
$594K 0.01%
9,182
+1,900
CW icon
386
Curtiss-Wright
CW
$20.2B
$591K 0.01%
1,089
+1
IWR icon
387
iShares Russell Mid-Cap ETF
IWR
$45.5B
$589K 0.01%
6,096
MTB icon
388
M&T Bank
MTB
$29.4B
$588K 0.01%
2,977
+116
TDG icon
389
TransDigm Group
TDG
$75.7B
$588K 0.01%
446
+127
DOCU icon
390
DocuSign
DOCU
$13.8B
$587K 0.01%
8,148
-274
CIEN icon
391
Ciena
CIEN
$28.6B
$586K 0.01%
4,025
+140
NDAQ icon
392
Nasdaq
NDAQ
$50.5B
$584K 0.01%
6,604
+15
CTRA icon
393
Coterra Energy
CTRA
$20.1B
$583K 0.01%
24,639
+4,766
GSK icon
394
GSK
GSK
$97.4B
$582K 0.01%
13,492
+4
PINS icon
395
Pinterest
PINS
$18.2B
$581K 0.01%
18,073
+863
GEHC icon
396
GE HealthCare
GEHC
$36.5B
$581K 0.01%
7,738
-235
AZO icon
397
AutoZone
AZO
$63.6B
$580K 0.01%
135
+18
DG icon
398
Dollar General
DG
$24.2B
$579K 0.01%
5,601
+2,713
FLUT icon
399
Flutter Entertainment
FLUT
$36.4B
$578K 0.01%
2,276
+169
KTOS icon
400
Kratos Defense & Security Solutions
KTOS
$12B
$577K 0.01%
6,319
-23
14 15
16
17 18