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
526
$432K 0.01%
8,816
+490
527
$432K 0.01%
4,557
-1,532
528
$432K 0.01%
3,103
-419
529
$431K 0.01%
1,972
+1
530
$430K 0.01%
3,773
531
$429K 0.01%
1,226
-155
532
$429K 0.01%
9,390
+2,700
533
$426K 0.01%
2,551
+921
534
$425K 0.01%
10,774
+2
535
$425K 0.01%
5,546
+308
536
$424K 0.01%
5,031
+675
537
$423K 0.01%
5,293
+238
538
$423K 0.01%
3,002
+289
539
$423K 0.01%
4,279
+711
540
$422K 0.01%
2,372
+1,352
541
$422K 0.01%
1,509
+551
542
$421K 0.01%
4,985
+103
543
$421K 0.01%
5,094
+69
544
$420K 0.01%
906
+2
545
$419K 0.01%
+3,042
546
$419K 0.01%
3,303
+794
547
$418K 0.01%
1,629
+297
548
$417K 0.01%
8,712
+122
549
$417K 0.01%
4,980
+782
550
$416K 0.01%
12,456
-3,600
20 21
22
23 24