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
426
$280K 0.01%
4,806
+105
427
$279K 0.01%
2,625
+9
428
$279K 0.01%
2,953
429
$278K 0.01%
2,013
-316
430
$278K 0.01%
22,169
431
$277K 0.01%
8,523
432
$276K 0.01%
+2,460
433
$275K 0.01%
3,991
+2
434
$274K 0.01%
4,352
-182
435
$273K 0.01%
1,925
436
$273K 0.01%
11,381
+116
437
$272K 0.01%
4,902
-26
438
$272K 0.01%
10,888
439
$270K 0.01%
3,938
-79
440
$270K 0.01%
4,707
441
$268K 0.01%
4,792
+9
442
$268K 0.01%
1,086
+27
443
$267K 0.01%
1,344
+16
444
$267K 0.01%
15,033
445
$267K 0.01%
209
446
$266K 0.01%
580
447
$265K 0.01%
1,110
+1
448
$264K 0.01%
3,691
449
$264K 0.01%
4,661
+29
450
$262K 0.01%
1,951
16 17
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