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
576
$265K ﹤0.01%
2,369
+59
577
$264K ﹤0.01%
5,921
-105
578
$264K ﹤0.01%
2,155
+9
579
$263K ﹤0.01%
+3,262
580
$263K ﹤0.01%
841
+1
581
$263K ﹤0.01%
1,880
+2
582
$263K ﹤0.01%
646
+1
583
$263K ﹤0.01%
601
584
$262K ﹤0.01%
4,376
-3
585
$262K ﹤0.01%
5,016
+6
586
$261K ﹤0.01%
+4,086
587
$261K ﹤0.01%
+2,934
588
$260K ﹤0.01%
3,366
+2
589
$259K ﹤0.01%
+1,947
590
$258K ﹤0.01%
+2,461
591
$257K ﹤0.01%
4,086
-523
592
$256K ﹤0.01%
8,636
+71
593
$256K ﹤0.01%
1,219
+41
594
$256K ﹤0.01%
+2,955
595
$256K ﹤0.01%
3,274
-527
596
$255K ﹤0.01%
+26
597
$255K ﹤0.01%
3,811
+2
598
$254K ﹤0.01%
2,060
-37
599
$254K ﹤0.01%
3,226
+4
600
$253K ﹤0.01%
3,228
+1
22 23
24
25 26