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
501
$227K 0.01%
1,961
502
$227K 0.01%
+1,218
503
$227K 0.01%
31,517
+12
504
$227K 0.01%
3,237
505
$226K 0.01%
1,703
506
$226K 0.01%
+1,160
507
$225K 0.01%
12,355
-9,663
508
$224K 0.01%
2,158
+52
509
$224K 0.01%
722
510
$223K 0.01%
7,037
-244
511
$223K 0.01%
+480
512
$223K 0.01%
1,289
513
$221K 0.01%
+5,147
514
$221K 0.01%
4,254
-7,203
515
$221K 0.01%
1,174
516
$220K 0.01%
+1,199
517
$220K 0.01%
2,274
518
$220K 0.01%
868
519
$220K 0.01%
+1,644
520
$219K 0.01%
900
521
$219K 0.01%
1,367
+21
522
$219K 0.01%
941
523
$219K 0.01%
+1,269
524
$218K 0.01%
3,800
525
$218K 0.01%
4,640
19 20
21
22 23