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
26
$26.5M 0.36%
84,159
+2,147
27
$25.9M 0.35%
117,898
+3,331
28
$18.3M 0.25%
431,131
+15,127
29
$17.9M 0.24%
387,996
-5,140
30
$16.3M 0.22%
397,163
+1,024
31
$14.9M 0.2%
658,724
-9,380
32
$14.4M 0.2%
62,145
+2,441
33
$13.4M 0.18%
1,254,305
+37,755
34
$11.8M 0.16%
286,947
-2,162
35
$11.3M 0.15%
34,250
+1,797
36
$11M 0.15%
16,567
-170
37
$10.5M 0.14%
93,438
+6,626
38
$10.5M 0.14%
153,833
+7,795
39
$10.1M 0.14%
240,233
+157,075
40
$9.58M 0.13%
401,568
-779
41
$8.7M 0.12%
19,564
-875
42
$8.43M 0.12%
62,932
+3,337
43
$7.97M 0.11%
186,351
+144,413
44
$7.5M 0.1%
72,764
-650
45
$7.43M 0.1%
12,137
+303
46
$7.03M 0.1%
21,431
+119
47
$6.85M 0.09%
14,985
+320
48
$6.6M 0.09%
14,092
+4
49
$6.59M 0.09%
35,543
+2,114
50
$6.52M 0.09%
16,091
+677
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