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
$5.53B
AUM Growth
-$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.45M
3
+$2.61M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.47M
5
MAR icon
Marriott International
MAR
+$1.39M

Top Sells

1
+$68.2M
2
+$23.7M
3
+$20M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$18.9M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$18.9M

Sector Composition

1 Technology 3.38%
2 Healthcare 3.27%
3 Financials 2.56%
4 Communication Services 1.14%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$301K 0.01%
1,150
+2
477
$301K 0.01%
1,625
+6
478
$300K 0.01%
1,270
+1
479
$300K 0.01%
3,139
+8
480
$300K 0.01%
3,197
+1
481
$299K 0.01%
2,207
+36
482
$298K 0.01%
1,827
+2
483
$298K 0.01%
5,127
+422
484
$297K 0.01%
75
+2
485
$297K 0.01%
4,004
-17
486
$296K 0.01%
3,759
487
$295K 0.01%
2,997
+25
488
$295K 0.01%
8,079
489
$293K 0.01%
625
+1
490
$292K 0.01%
13,567
+19
491
$292K 0.01%
5,396
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$291K 0.01%
2,454
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493
$290K 0.01%
6,972
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494
$289K 0.01%
+1,467
495
$288K 0.01%
3,883
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496
$287K 0.01%
590
497
$287K 0.01%
5,972
-1,827
498
$286K 0.01%
1,351
+2
499
$285K 0.01%
735
+1
500
$285K 0.01%
4,079
18 19
20
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