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
$6.57B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$25.7M
3
+$23.3M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$15.6M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$8.25M

Top Sells

1
+$11.5M
2
+$9.33M
3
+$8.24M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.83M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$7.79M

Sector Composition

1 Technology 4.59%
2 Healthcare 2.81%
3 Financials 2.63%
4 Communication Services 1.72%
5 Consumer Discretionary 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNX icon
526
TD Synnex
SNX
$12.2B
$383K 0.01%
2,823
+300
PODD icon
527
Insulet
PODD
$22.8B
$383K 0.01%
1,218
+77
WDAY icon
528
Workday
WDAY
$59.9B
$382K 0.01%
1,591
+488
IJH icon
529
iShares Core S&P Mid-Cap ETF
IJH
$98.6B
$381K 0.01%
6,146
+1,328
LPLA icon
530
LPL Financial
LPLA
$29.8B
$381K 0.01%
1,016
+4
DLR icon
531
Digital Realty Trust
DLR
$57.8B
$380K 0.01%
2,181
+387
GWW icon
532
W.W. Grainger
GWW
$45.3B
$379K 0.01%
364
WDC icon
533
Western Digital
WDC
$55.9B
$377K 0.01%
5,895
+193
VT icon
534
Vanguard Total World Stock ETF
VT
$54.4B
$377K 0.01%
2,933
-30
JEF icon
535
Jefferies Financial Group
JEF
$11B
$375K 0.01%
6,863
-765
MTG icon
536
MGIC Investment
MTG
$6.18B
$375K 0.01%
13,467
-11
BROS icon
537
Dutch Bros
BROS
$6.76B
$374K 0.01%
5,475
+10
NTAP icon
538
NetApp
NTAP
$22.7B
$373K 0.01%
+3,501
ROST icon
539
Ross Stores
ROST
$52.1B
$372K 0.01%
2,918
+205
ALLY icon
540
Ally Financial
ALLY
$11.9B
$372K 0.01%
9,539
+698
FTI icon
541
TechnipFMC
FTI
$17.1B
$371K 0.01%
10,772
+14
PNFP icon
542
Pinnacle Financial Partners
PNFP
$6.62B
$370K 0.01%
3,348
+688
JLL icon
543
Jones Lang LaSalle
JLL
$13.6B
$370K 0.01%
1,445
-114
TRU icon
544
TransUnion
TRU
$15.3B
$369K 0.01%
4,198
+399
BALL icon
545
Ball Corp
BALL
$13.2B
$369K 0.01%
6,581
+934
SJM icon
546
J.M. Smucker
SJM
$11.2B
$369K 0.01%
3,755
+642
GWRE icon
547
Guidewire Software
GWRE
$18.3B
$368K 0.01%
1,562
+104
ZS icon
548
Zscaler
ZS
$50.3B
$367K 0.01%
1,168
+112
WTW icon
549
Willis Towers Watson
WTW
$30.9B
$367K 0.01%
1,196
REGN icon
550
Regeneron Pharmaceuticals
REGN
$68B
$366K 0.01%
698
-132
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