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
451
$505K 0.01%
4,685
+4
452
$501K 0.01%
1,566
453
$499K 0.01%
3,615
+250
454
$498K 0.01%
6,698
+712
455
$498K 0.01%
881
+1
456
$498K 0.01%
1,541
+1
457
$496K 0.01%
9,468
+3,814
458
$494K 0.01%
6,183
459
$494K 0.01%
33,636
-18,895
460
$492K 0.01%
1,709
+737
461
$490K 0.01%
6,298
-96
462
$489K 0.01%
8,091
+2
463
$489K 0.01%
4,321
+588
464
$488K 0.01%
591
-244
465
$487K 0.01%
1,142
+44
466
$486K 0.01%
4,562
+497
467
$485K 0.01%
1,871
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468
$485K 0.01%
1,861
469
$485K 0.01%
2,982
-85
470
$485K 0.01%
7,345
+1,492
471
$483K 0.01%
3,380
-206
472
$482K 0.01%
3,495
+562
473
$479K 0.01%
11,721
-4,721
474
$478K 0.01%
1,360
-10
475
$477K 0.01%
3,186
+63
17 18
19
20 21