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
$3.46B
AUM Growth
+$424M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$63.9M
2
+$45M
3
+$39.3M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$31.6M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$22.7M

Top Sells

1
+$10.9M
2
+$746K
3
+$494K
4
GE icon
GE Aerospace
GE
+$389K
5
UL icon
Unilever
UL
+$374K

Sector Composition

1 Healthcare 4.31%
2 Financials 4.14%
3 Technology 3.61%
4 Energy 1.15%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$240K 0.01%
+4,121
477
$240K 0.01%
+4,800
478
$240K 0.01%
+3,592
479
$240K 0.01%
+3,057
480
$240K 0.01%
2,496
481
$239K 0.01%
4,033
482
$237K 0.01%
+6,950
483
$237K 0.01%
2,739
+319
484
$236K 0.01%
6,547
485
$236K 0.01%
1,122
+25
486
$235K 0.01%
+3,452
487
$235K 0.01%
4,862
488
$234K 0.01%
1,336
-2
489
$234K 0.01%
874
490
$233K 0.01%
6,671
+2
491
$233K 0.01%
10,386
492
$233K 0.01%
3,989
493
$233K 0.01%
3,490
-1,572
494
$232K 0.01%
+2,788
495
$232K 0.01%
+3,131
496
$231K 0.01%
+314
497
$231K 0.01%
7,598
-496
498
$230K 0.01%
+3,779
499
$230K 0.01%
99,195
-20,374
500
$228K 0.01%
2,434
+33
18 19
20
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