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
451
$262K 0.01%
1,609
452
$259K 0.01%
4,788
+266
453
$259K 0.01%
3,566
454
$258K 0.01%
6,304
+6
455
$258K 0.01%
4,983
456
$257K 0.01%
3,049
457
$257K 0.01%
973
-22
458
$256K 0.01%
5,902
459
$255K 0.01%
1,804
+1
460
$255K 0.01%
1,811
461
$251K 0.01%
4,795
462
$251K 0.01%
1,120
463
$249K 0.01%
1,462
464
$249K 0.01%
3,615
465
$246K 0.01%
6,220
+72
466
$245K 0.01%
+356
467
$242K 0.01%
2,531
468
$242K 0.01%
8,337
469
$242K 0.01%
8,889
+1
470
$242K 0.01%
7,034
471
$242K 0.01%
540
+1
472
$242K 0.01%
+3,699
473
$241K 0.01%
1,407
+68
474
$241K 0.01%
6,468
475
$241K 0.01%
2,732
-25
17 18
19
20 21