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
426
$546K 0.01%
7,122
+1
427
$543K 0.01%
2,444
+136
428
$539K 0.01%
6,534
-837
429
$539K 0.01%
1,967
+391
430
$535K 0.01%
3,658
-4
431
$534K 0.01%
1,682
+196
432
$533K 0.01%
1,537
-2
433
$532K 0.01%
4,222
+1
434
$530K 0.01%
10,500
435
$528K 0.01%
885
436
$524K 0.01%
16,364
+4
437
$524K 0.01%
5,717
+937
438
$524K 0.01%
5,613
439
$524K 0.01%
5,999
-75
440
$523K 0.01%
3,200
+1
441
$520K 0.01%
4,976
+597
442
$519K 0.01%
8,708
+2,554
443
$514K 0.01%
9,461
+1,360
444
$514K 0.01%
7,900
+150
445
$513K 0.01%
10,464
+195
446
$512K 0.01%
1,981
+1
447
$509K 0.01%
19,026
+8,731
448
$507K 0.01%
2,698
+1
449
$507K 0.01%
2,247
+279
450
$507K 0.01%
1,851
+663
16 17
18
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