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
$6.01B
AUM Growth
+$481M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$14.7M
3
+$13.9M
4
CBOE icon
Cboe Global Markets
CBOE
+$11.2M
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$10.7M

Top Sells

1
+$22.8M
2
+$1.9M
3
+$1.61M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.55M
5
PLTR icon
Palantir
PLTR
+$1.11M

Sector Composition

1 Technology 3.34%
2 Healthcare 3.15%
3 Financials 2.34%
4 Consumer Discretionary 1.15%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.7M 0.28%
437,272
-2,943
27
$16.1M 0.27%
727,761
-9,733
28
$14.8M 0.25%
397,505
+2,931
29
$13.2M 0.22%
373,084
+16,085
30
$12.3M 0.21%
74,404
+1,597
31
$11.6M 0.19%
56,462
+54,503
32
$10.7M 0.18%
64,187
-395
33
$10.5M 0.18%
410,446
-9,889
34
$10.4M 0.17%
52,752
-330
35
$10.2M 0.17%
284,521
+6,222
36
$9.19M 0.15%
78,405
+1,504
37
$8.99M 0.15%
15,663
+868
38
$8.38M 0.14%
129,152
+102
39
$7.4M 0.12%
8,350
-305
40
$7.01M 0.12%
18,682
+416
41
$6.86M 0.11%
26,207
-2,053
42
$6.57M 0.11%
57,631
-71
43
$6.53M 0.11%
106,135
-4,750
44
$5.95M 0.1%
14,682
+481
45
$5.83M 0.1%
72,203
+2,477
46
$5.49M 0.09%
19,394
+1,519
47
$5.41M 0.09%
12,952
+69
48
$5.22M 0.09%
30,256
-1,674
49
$4.82M 0.08%
8,353
+259
50
$4.77M 0.08%
32,401
+877
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