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
526
$294K ﹤0.01%
3,798
+2
527
$293K ﹤0.01%
1,477
+4
528
$293K ﹤0.01%
1,802
+4
529
$293K ﹤0.01%
13,286
-6
530
$293K ﹤0.01%
3,697
-7
531
$293K ﹤0.01%
617
+2
532
$289K ﹤0.01%
5,520
+124
533
$289K ﹤0.01%
6,088
534
$288K ﹤0.01%
3,893
-22
535
$288K ﹤0.01%
2,773
+1
536
$287K ﹤0.01%
4,990
-5
537
$286K ﹤0.01%
+9,818
538
$286K ﹤0.01%
1,720
-74
539
$286K ﹤0.01%
3,621
+3
540
$286K ﹤0.01%
1,015
+13
541
$285K ﹤0.01%
1,815
+5
542
$284K ﹤0.01%
8,780
+3
543
$284K ﹤0.01%
1,269
+1
544
$283K ﹤0.01%
35,971
+254
545
$282K ﹤0.01%
7,967
546
$282K ﹤0.01%
+2,561
547
$282K ﹤0.01%
9,536
548
$281K ﹤0.01%
10,717
+6
549
$281K ﹤0.01%
2,653
-22
550
$280K ﹤0.01%
6,857
20 21
22
23 24