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
576
$200K 0.01%
+2,983
577
$200K 0.01%
+1,095
578
$199K 0.01%
10,860
-5
579
$197K 0.01%
19,384
+7,968
580
$188K 0.01%
6,938
-4
581
$176K 0.01%
15,496
-1,281
582
$171K ﹤0.01%
10,430
583
$171K ﹤0.01%
16,288
+1
584
$169K ﹤0.01%
13,989
585
$163K ﹤0.01%
12,174
+167
586
$160K ﹤0.01%
14,759
587
$153K ﹤0.01%
20,000
588
$150K ﹤0.01%
13,559
-3,689
589
$147K ﹤0.01%
17,618
590
$146K ﹤0.01%
10,689
591
$145K ﹤0.01%
12,477
-16
592
$138K ﹤0.01%
21,649
+2,402
593
$137K ﹤0.01%
11,068
594
$123K ﹤0.01%
12,247
595
$116K ﹤0.01%
23,157
596
$114K ﹤0.01%
17,292
597
$113K ﹤0.01%
12,232
598
$109K ﹤0.01%
10,393
599
$108K ﹤0.01%
17,006
600
$96.6K ﹤0.01%
1,201
-1
22 23
24
25 26