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
426
$438K 0.01%
+6,681
427
$436K 0.01%
6,013
+233
428
$434K 0.01%
4,224
-39
429
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27,036
-3,992
430
$431K 0.01%
5,928
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431
$431K 0.01%
4,644
+11
432
$427K 0.01%
+8,893
433
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6,134
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434
$423K 0.01%
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435
$421K 0.01%
8,356
436
$421K 0.01%
3,773
437
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-61
438
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2,283
-1,158
439
$417K 0.01%
3,195
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440
$413K 0.01%
3,667
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441
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3,255
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443
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4,522
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444
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3,403
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1,318
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446
$406K 0.01%
947
447
$404K 0.01%
1,196
-1
448
$404K 0.01%
216
449
$404K 0.01%
+1,542
450
$403K 0.01%
5,033
-13
16 17
18
19 20