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
526
$218K 0.01%
+598
527
$218K 0.01%
9,420
-300
528
$217K 0.01%
1,604
+11
529
$217K 0.01%
3,446
+2
530
$215K 0.01%
+4,146
531
$215K 0.01%
1,879
-4
532
$214K 0.01%
2,033
-612
533
$214K 0.01%
11,340
534
$214K 0.01%
+1,717
535
$214K 0.01%
1,215
536
$214K 0.01%
2,848
+7
537
$214K 0.01%
+9,590
538
$212K 0.01%
1,315
+1
539
$212K 0.01%
+1,048
540
$212K 0.01%
4,996
541
$212K 0.01%
+722
542
$211K 0.01%
4,324
-6
543
$211K 0.01%
2,918
544
$211K 0.01%
+3,228
545
$210K 0.01%
+4,427
546
$210K 0.01%
996
+8
547
$209K 0.01%
+1,486
548
$209K 0.01%
14,504
-206
549
$209K 0.01%
3,768
550
$209K 0.01%
4,362
-2,118
20 21
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