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
476
$377K 0.01%
1,356
+6
477
$376K 0.01%
4,569
+439
478
$376K 0.01%
3,552
+7
479
$376K 0.01%
12,120
-2,734
480
$373K 0.01%
2,202
-1,153
481
$372K 0.01%
9,618
482
$372K 0.01%
3,045
+146
483
$371K 0.01%
4,831
+17
484
$369K 0.01%
3,113
+116
485
$369K 0.01%
24,551
486
$368K 0.01%
1,960
+7
487
$367K 0.01%
1,449
+40
488
$367K 0.01%
874
-51
489
$367K 0.01%
999
+202
490
$366K 0.01%
6,499
491
$363K 0.01%
2,540
+6
492
$363K 0.01%
16,245
+9,659
493
$362K 0.01%
4,641
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494
$362K 0.01%
1,142
-55
495
$362K 0.01%
1,836
496
$361K 0.01%
2,618
-345
497
$360K 0.01%
364
-1
498
$359K 0.01%
271
+2
499
$357K 0.01%
1,033
500
$356K 0.01%
2,976
+202
18 19
20
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