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
$6.57B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$25.7M
3
+$23.3M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$15.6M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$8.25M

Top Sells

1
+$11.5M
2
+$9.33M
3
+$8.24M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.83M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$7.79M

Sector Composition

1 Technology 4.59%
2 Healthcare 2.81%
3 Financials 2.63%
4 Communication Services 1.72%
5 Consumer Discretionary 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFG icon
376
Principal Financial Group
PFG
$18.1B
$551K 0.01%
6,933
+486
DD icon
377
DuPont de Nemours
DD
$16.5B
$538K 0.01%
7,850
+314
FTV icon
378
Fortive
FTV
$16.3B
$535K 0.01%
10,269
+3,150
CMG icon
379
Chipotle Mexican Grill
CMG
$40.7B
$534K 0.01%
9,517
+526
CW icon
380
Curtiss-Wright
CW
$21.8B
$532K 0.01%
1,088
-133
UPS icon
381
United Parcel Service
UPS
$79.5B
$530K 0.01%
5,254
-228
EA icon
382
Electronic Arts
EA
$50.1B
$529K 0.01%
3,313
+274
MEAR icon
383
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.24B
$528K 0.01%
+10,500
TEM
384
Tempus AI
TEM
$13.1B
$528K 0.01%
+8,303
VEU icon
385
Vanguard FTSE All-World ex-US ETF
VEU
$51.1B
$527K 0.01%
7,839
+41
BRO icon
386
Brown & Brown
BRO
$26.1B
$524K 0.01%
4,728
+14
TROW icon
387
T. Rowe Price
TROW
$22.4B
$524K 0.01%
5,430
+2,483
WRB icon
388
W.R. Berkley
WRB
$28.4B
$523K 0.01%
7,121
+10
KVUE icon
389
Kenvue
KVUE
$31.6B
$522K 0.01%
24,943
+2,032
UAL icon
390
United Airlines
UAL
$31.2B
$521K 0.01%
6,538
+404
GRMN icon
391
Garmin
GRMN
$39.3B
$520K 0.01%
2,489
+309
RBLX icon
392
Roblox
RBLX
$72.1B
$519K 0.01%
4,932
+428
GSK icon
393
GSK
GSK
$94.7B
$518K 0.01%
13,488
-307
HES
394
DELISTED
Hess
HES
$517K 0.01%
3,733
+389
UNM icon
395
Unum
UNM
$12.9B
$516K 0.01%
6,394
+98
AFRM icon
396
Affirm
AFRM
$22B
$516K 0.01%
7,457
-98
CVNA icon
397
Carvana
CVNA
$41.8B
$512K 0.01%
1,520
AON icon
398
Aon
AON
$73.3B
$510K 0.01%
1,430
+440
L icon
399
Loews
L
$21.1B
$510K 0.01%
5,563
-555
ALNY icon
400
Alnylam Pharmaceuticals
ALNY
$57.6B
$507K 0.01%
1,556
+129
14 15
16
17 18