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
$5.53B
AUM Growth
-$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.45M
3
+$2.61M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.47M
5
MAR icon
Marriott International
MAR
+$1.39M

Top Sells

1
+$68.2M
2
+$23.7M
3
+$20M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$18.9M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$18.9M

Sector Composition

1 Technology 3.38%
2 Healthcare 3.27%
3 Financials 2.56%
4 Communication Services 1.14%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$253K ﹤0.01%
+1,810
552
$252K ﹤0.01%
1,840
-15
553
$252K ﹤0.01%
5,296
554
$252K ﹤0.01%
1,057
+5
555
$250K ﹤0.01%
5,010
-132
556
$250K ﹤0.01%
+10,339
557
$249K ﹤0.01%
1,213
+2
558
$249K ﹤0.01%
645
+1
559
$248K ﹤0.01%
515
+1
560
$248K ﹤0.01%
2,577
+2
561
$248K ﹤0.01%
6,560
+200
562
$248K ﹤0.01%
1,200
+1
563
$247K ﹤0.01%
1,002
+38
564
$247K ﹤0.01%
+3,353
565
$247K ﹤0.01%
3,364
-8
566
$246K ﹤0.01%
1,818
+7
567
$246K ﹤0.01%
+1,004
568
$246K ﹤0.01%
4,430
+165
569
$245K ﹤0.01%
2,262
+160
570
$245K ﹤0.01%
2,399
+124
571
$245K ﹤0.01%
8,565
+1,615
572
$245K ﹤0.01%
+2,925
573
$245K ﹤0.01%
2,333
+2
574
$244K ﹤0.01%
1,111
+7
575
$243K ﹤0.01%
7,023
+161
21 22
23
24 25