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
$6.01B
AUM Growth
+$481M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$14.7M
3
+$13.9M
4
CBOE icon
Cboe Global Markets
CBOE
+$11.2M
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$10.7M

Top Sells

1
+$22.8M
2
+$1.9M
3
+$1.61M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.55M
5
PLTR icon
Palantir
PLTR
+$1.11M

Sector Composition

1 Technology 3.34%
2 Healthcare 3.15%
3 Financials 2.34%
4 Consumer Discretionary 1.15%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$279K ﹤0.01%
+39,102
552
$278K ﹤0.01%
6,972
553
$276K ﹤0.01%
3,439
+1
554
$276K ﹤0.01%
2,009
+1
555
$276K ﹤0.01%
3,831
+4
556
$275K ﹤0.01%
1,385
-1
557
$275K ﹤0.01%
3,664
-815
558
$275K ﹤0.01%
2,811
-33
559
$275K ﹤0.01%
3,701
+2
560
$274K ﹤0.01%
2,285
+1
561
$273K ﹤0.01%
2,544
+2
562
$273K ﹤0.01%
2,000
-399
563
$273K ﹤0.01%
5,401
-571
564
$271K ﹤0.01%
652
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565
$271K ﹤0.01%
1,060
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566
$270K ﹤0.01%
992
+1
567
$269K ﹤0.01%
9,402
+2
568
$268K ﹤0.01%
+8,254
569
$268K ﹤0.01%
2,582
+5
570
$268K ﹤0.01%
1,106
-5
571
$268K ﹤0.01%
1,655
-19
572
$267K ﹤0.01%
2,253
+40
573
$267K ﹤0.01%
5,464
-3
574
$266K ﹤0.01%
1,670
+1
575
$266K ﹤0.01%
9,988
+5
21 22
23
24 25