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
551
$416K 0.01%
3,756
+530
552
$415K 0.01%
1,916
+403
553
$414K 0.01%
3,499
-2
554
$413K 0.01%
1,197
+1
555
$413K 0.01%
216
556
$412K 0.01%
2,626
+1
557
$410K 0.01%
9,338
+1,072
558
$410K 0.01%
15,735
559
$409K 0.01%
6,881
+1,013
560
$408K 0.01%
2,420
561
$407K 0.01%
1,923
+3
562
$406K 0.01%
13,036
+3,500
563
$405K 0.01%
3,891
+461
564
$404K 0.01%
4,032
565
$404K 0.01%
3,881
+326
566
$404K 0.01%
8,006
+1,425
567
$403K 0.01%
5,227
+2
568
$402K 0.01%
9,618
569
$402K 0.01%
2,296
+131
570
$401K 0.01%
4,619
+1,002
571
$400K 0.01%
16,149
-168
572
$399K 0.01%
23,019
+8,287
573
$399K 0.01%
12,391
+1,157
574
$399K 0.01%
2,848
+1
575
$399K 0.01%
4,385
+58
21 22
23
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