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
551
$209K 0.01%
2,309
-1,557
552
$208K 0.01%
+2,207
553
$208K 0.01%
+600
554
$207K 0.01%
+3,542
555
$207K 0.01%
+920
556
$206K 0.01%
2,831
+1
557
$206K 0.01%
4,641
-736
558
$206K 0.01%
363
559
$205K 0.01%
+19,270
560
$205K 0.01%
+2,149
561
$205K 0.01%
+3,220
562
$205K 0.01%
+1,698
563
$204K 0.01%
+1,953
564
$204K 0.01%
+2,467
565
$204K 0.01%
4,792
+66
566
$203K 0.01%
3,164
-171
567
$203K 0.01%
1,004
568
$203K 0.01%
+5,392
569
$202K 0.01%
+2,117
570
$202K 0.01%
+1,055
571
$201K 0.01%
2,649
-10
572
$201K 0.01%
+3,353
573
$201K 0.01%
12,087
574
$201K 0.01%
995
575
$200K 0.01%
886
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