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
476
$477K 0.01%
1,525
+165
477
$476K 0.01%
3,647
+1
478
$476K 0.01%
14,909
+625
479
$475K 0.01%
+5,618
480
$475K 0.01%
3,424
+580
481
$473K 0.01%
7,234
+371
482
$473K 0.01%
13,641
+4,215
483
$472K 0.01%
5,316
+545
484
$470K 0.01%
2,471
+816
485
$469K 0.01%
17,820
+124
486
$468K 0.01%
5,216
+976
487
$468K 0.01%
9,792
+592
488
$468K 0.01%
3,076
-187
489
$467K 0.01%
2,788
+2
490
$467K 0.01%
3,007
-45
491
$466K 0.01%
5,526
+688
492
$466K 0.01%
58
493
$466K 0.01%
4,937
+1,448
494
$465K 0.01%
1,657
+101
495
$465K 0.01%
199
-40
496
$464K 0.01%
1,557
+112
497
$463K 0.01%
2,828
+5
498
$460K 0.01%
2,112
+1
499
$458K 0.01%
705
-146
500
$458K 0.01%
3,102
-80
18 19
20
21 22