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
526
$344K 0.01%
2,963
+289
527
$343K 0.01%
944
+6
528
$343K 0.01%
2,117
-290
529
$342K 0.01%
1,528
+335
530
$342K 0.01%
4,377
+615
531
$341K 0.01%
7,555
-430
532
$341K 0.01%
10,758
+41
533
$340K 0.01%
4,835
-348
534
$340K 0.01%
1,930
-137
535
$340K 0.01%
18,875
+42
536
$337K 0.01%
+5,465
537
$337K 0.01%
3,758
-5
538
$337K 0.01%
5,153
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539
$336K 0.01%
2,483
+280
540
$335K 0.01%
5,511
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541
$335K 0.01%
2,326
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$334K 0.01%
1,175
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543
$334K 0.01%
1,393
+1
544
$334K 0.01%
13,478
-3
545
$333K 0.01%
5,068
+18
546
$331K 0.01%
3,568
+955
547
$331K 0.01%
1,012
+1
548
$331K 0.01%
6,949
-11,935
549
$329K 0.01%
+2,882
550
$328K 0.01%
3,118
-1,113
20 21
22
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