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
$6.01B
AUM Growth
+$481M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$14.7M
3
+$13.9M
4
CBOE icon
Cboe Global Markets
CBOE
+$11.2M
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$10.7M

Top Sells

1
+$22.8M
2
+$1.9M
3
+$1.61M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.55M
5
PLTR icon
Palantir
PLTR
+$1.11M

Sector Composition

1 Technology 3.34%
2 Healthcare 3.15%
3 Financials 2.34%
4 Consumer Discretionary 1.15%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$306K 0.01%
1,276
+3
502
$306K 0.01%
3,566
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503
$306K 0.01%
4,079
504
$305K 0.01%
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505
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1,350
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506
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521
+6
507
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7,981
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508
$302K 0.01%
4,007
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509
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510
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3,144
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511
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946
+6
512
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513
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1,814
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514
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800
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515
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4,271
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516
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3,355
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592
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519
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2,334
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2,206
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521
$297K ﹤0.01%
4,435
522
$296K ﹤0.01%
3,575
+1
523
$295K ﹤0.01%
1,965
+2
524
$295K ﹤0.01%
4,845
+50
525
$295K ﹤0.01%
3,295
+5
19 20
21
22 23