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
451
$402K 0.01%
3,219
-1,364
452
$402K 0.01%
+2,334
453
$401K 0.01%
4,483
454
$400K 0.01%
4,032
455
$399K 0.01%
1,563
+400
456
$399K 0.01%
4,699
+477
457
$395K 0.01%
990
+40
458
$391K 0.01%
1,477
-439
459
$389K 0.01%
1,461
+251
460
$388K 0.01%
199
+6
461
$387K 0.01%
1,221
+4
462
$386K 0.01%
1,559
+3
463
$386K 0.01%
2,840
-493
464
$386K 0.01%
+17,466
465
$385K 0.01%
1,427
-37
466
$385K 0.01%
3,293
-149
467
$385K 0.01%
5,325
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468
$385K 0.01%
1,551
469
$383K 0.01%
2,523
-44
470
$382K 0.01%
768
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471
$382K 0.01%
9,446
472
$381K 0.01%
3,952
+561
473
$381K 0.01%
1,675
+175
474
$379K 0.01%
903
+165
475
$379K 0.01%
3,869
+6
17 18
19
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