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
401
$463K 0.01%
7,619
-1,456
402
$462K 0.01%
1,740
403
$460K 0.01%
3,132
-38
404
$459K 0.01%
+3,843
405
$459K 0.01%
5,613
+2
406
$458K 0.01%
5,433
+1,593
407
$457K 0.01%
+9,635
408
$454K 0.01%
4,844
-669
409
$454K 0.01%
4,348
-1,591
410
$453K 0.01%
11,318
411
$452K 0.01%
36,845
+13
412
$451K 0.01%
8,991
-564
413
$450K 0.01%
8,492
+85
414
$449K 0.01%
3,074
-4,333
415
$448K 0.01%
4,026
416
$448K 0.01%
2,933
+13
417
$446K 0.01%
7,558
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418
$443K 0.01%
9,840
+61
419
$442K 0.01%
20,864
+345
420
$442K 0.01%
3,670
-712
421
$441K 0.01%
319
422
$441K 0.01%
5,814
+5
423
$440K 0.01%
22,538
-73
424
$440K 0.01%
5,306
+16
425
$439K 0.01%
3,039
+144
15 16
17
18 19