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
26
$15.8M 0.26%
402,400
-76,290
27
$14.2M 0.23%
396,258
-2,390
28
$13.3M 0.22%
395,611
+6,652
29
$13M 0.22%
670,047
+4,898
30
$12.8M 0.21%
56,462
31
$12.4M 0.21%
59,197
+409
32
$12.2M 0.2%
1,199,559
+45,543
33
$11.2M 0.18%
105,904
-61,313
34
$10.4M 0.17%
87,498
+299
35
$10.4M 0.17%
298,219
-2,894
36
$9.56M 0.16%
402,390
-1,348
37
$9.15M 0.15%
16,355
+111
38
$8.77M 0.15%
146,788
-2,298
39
$7.76M 0.13%
+58,525
40
$7.54M 0.12%
130,966
+21,918
41
$6.91M 0.11%
8,368
-247
42
$6.9M 0.11%
14,697
-9
43
$6.5M 0.11%
74,070
-1,030
44
$5.99M 0.1%
11,650
+3,270
45
$5.89M 0.1%
10,477
+1,962
46
$5.67M 0.09%
15,485
+121
47
$5.65M 0.09%
20,553
-726
48
$5.54M 0.09%
15,345
-2,923
49
$5.5M 0.09%
32,862
-3,699
50
$5.48M 0.09%
32,758
-415
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