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
501
$457K 0.01%
19,821
+8,610
502
$457K 0.01%
6,931
-97
503
$456K 0.01%
42,050
+3,922
504
$456K 0.01%
8,037
505
$454K 0.01%
2,803
-6
506
$453K 0.01%
1,334
+2
507
$453K 0.01%
2,229
+1
508
$452K 0.01%
27,873
+2,930
509
$452K 0.01%
5,540
+1
510
$447K 0.01%
6,964
+2,612
511
$447K 0.01%
2,099
+402
512
$447K 0.01%
13,309
+3,710
513
$445K 0.01%
20,275
-1,564
514
$445K 0.01%
3,664
+200
515
$444K 0.01%
6,626
+14
516
$444K 0.01%
11,086
+492
517
$443K 0.01%
4,727
-1
518
$442K 0.01%
3,036
519
$441K 0.01%
691
+96
520
$440K 0.01%
21,839
+8,760
521
$439K 0.01%
19,139
+1,812
522
$437K 0.01%
2,510
-3
523
$436K 0.01%
798
+124
524
$433K 0.01%
28,643
+5,215
525
$433K 0.01%
1,926
+1
19 20
21
22 23