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
401
$577K 0.01%
4,034
-350
402
$576K 0.01%
2,808
+1
403
$576K 0.01%
40,696
404
$575K 0.01%
2,324
+645
405
$574K 0.01%
2,722
406
$573K 0.01%
1,520
407
$573K 0.01%
17,951
+14
408
$573K 0.01%
1,148
+202
409
$572K 0.01%
7,792
-1,800
410
$570K 0.01%
21,892
+3,945
411
$569K 0.01%
4,204
+1,032
412
$566K 0.01%
22,989
+9,400
413
$566K 0.01%
6,559
+3,094
414
$563K 0.01%
5,488
+58
415
$562K 0.01%
8,196
+20
416
$559K 0.01%
8,908
+882
417
$558K 0.01%
1,330
-60
418
$557K 0.01%
7,798
-41
419
$556K 0.01%
3,144
+5
420
$555K 0.01%
1,080
-65
421
$555K 0.01%
15,831
+1,209
422
$553K 0.01%
4,882
-114
423
$550K 0.01%
1,279
+270
424
$548K 0.01%
3,763
+6
425
$546K 0.01%
12,146
+3,827
15 16
17
18 19