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
501
$356K 0.01%
3,369
+8
502
$356K 0.01%
16,362
-35
503
$355K 0.01%
6,455
-151
504
$354K 0.01%
1,518
+3
505
$354K 0.01%
1,786
506
$353K 0.01%
9,008
+4
507
$353K 0.01%
+2,279
508
$352K 0.01%
10,083
-1,394
509
$351K 0.01%
1,442
+1
510
$351K 0.01%
4,985
-104
511
$351K 0.01%
+1,217
512
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751
+29
513
$349K 0.01%
2,650
-5
514
$349K 0.01%
1,145
-37
515
$348K 0.01%
1,369
-7
516
$348K 0.01%
802
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517
$348K 0.01%
6,146
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518
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13,042
-1,408
519
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31,872
520
$347K 0.01%
22,493
-1,146
521
$347K 0.01%
4,028
-263
522
$347K 0.01%
650
523
$347K 0.01%
2,713
+1,239
524
$347K 0.01%
13,845
+1,527
525
$345K 0.01%
13,596
+86
19 20
21
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