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
376
$609K 0.01%
2,802
+2
377
$607K 0.01%
6,060
+5
378
$604K 0.01%
8,959
+67
379
$602K 0.01%
2,502
+911
380
$599K 0.01%
7,702
+1,366
381
$598K 0.01%
+12,471
382
$597K 0.01%
1,675
+245
383
$597K 0.01%
14,016
-1,630
384
$596K 0.01%
3,156
+725
385
$594K 0.01%
9,182
+1,900
386
$591K 0.01%
1,089
+1
387
$589K 0.01%
6,096
388
$588K 0.01%
2,977
+116
389
$588K 0.01%
446
+127
390
$587K 0.01%
8,148
-274
391
$586K 0.01%
4,025
+140
392
$584K 0.01%
6,604
+15
393
$583K 0.01%
24,639
+4,766
394
$582K 0.01%
13,492
+4
395
$581K 0.01%
18,073
+863
396
$581K 0.01%
7,738
-235
397
$580K 0.01%
135
+18
398
$579K 0.01%
5,601
+2,713
399
$578K 0.01%
2,276
+169
400
$577K 0.01%
6,319
-23
14 15
16
17 18