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
$3.46B
AUM Growth
+$424M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$45M
3
+$39.3M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$31.6M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$22.7M

Top Sells

1
+$10.9M
2
+$746K
3
+$494K
4
GE icon
GE Aerospace
GE
+$389K
5
UL icon
Unilever
UL
+$374K

Sector Composition

1 Healthcare 4.31%
2 Financials 4.14%
3 Technology 3.61%
4 Energy 1.15%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$300K 0.01%
922
402
$300K 0.01%
7,992
+16
403
$299K 0.01%
4,355
-1,108
404
$296K 0.01%
591
+1
405
$295K 0.01%
3,139
+8
406
$293K 0.01%
1,485
+11
407
$292K 0.01%
11,960
+2,616
408
$289K 0.01%
12,613
+1,079
409
$289K 0.01%
2,627
410
$289K 0.01%
2,421
-13
411
$289K 0.01%
9,042
+201
412
$288K 0.01%
1,008
-185
413
$288K 0.01%
2,132
+21
414
$288K 0.01%
3,438
+387
415
$287K 0.01%
719
-1
416
$287K 0.01%
512
417
$286K 0.01%
75,238
418
$286K 0.01%
3,243
419
$285K 0.01%
721
420
$284K 0.01%
3,921
+19
421
$281K 0.01%
29,250
-45
422
$281K 0.01%
5,831
+40
423
$281K 0.01%
5,168
-1,757
424
$280K 0.01%
5,137
+42
425
$280K 0.01%
5,771
+62
15 16
17
18 19