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
376
$496K 0.01%
730
+1
377
$496K 0.01%
2,130
-331
378
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+129
379
$493K 0.01%
937
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380
$492K 0.01%
2,031
-24
381
$489K 0.01%
16,056
382
$486K 0.01%
2,411
+47
383
$485K 0.01%
40,696
384
$485K 0.01%
15,665
+2,405
385
$484K 0.01%
3,540
-264
386
$484K 0.01%
4,218
-144
387
$484K 0.01%
3,074
-27
388
$483K 0.01%
771
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389
$482K 0.01%
7,399
390
$481K 0.01%
41,397
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391
$479K 0.01%
5,739
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392
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8,730
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$473K 0.01%
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394
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7,798
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395
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3,108
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396
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5,099
-9
397
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1,622
+3
398
$466K 0.01%
3,022
399
$464K 0.01%
1,317
+59
400
$463K 0.01%
37,169
+16,888
14 15
16
17 18