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
$6.04B
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,008
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.3M
3
+$21.4M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10M

Top Sells

1
+$7.11M
2
+$7M
3
+$6.46M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$5.72M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$4.64M

Sector Composition

1 Technology 4.01%
2 Healthcare 3.32%
3 Financials 2.66%
4 Communication Services 1.5%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$311K 0.01%
3,255
-2,043
577
$310K 0.01%
3,752
-118
578
$306K 0.01%
2,861
+4
579
$306K 0.01%
924
+20
580
$305K 0.01%
4,079
581
$305K 0.01%
2,955
+62
582
$305K 0.01%
895
+1
583
$305K 0.01%
824
-754
584
$304K 0.01%
4,681
-158
585
$303K 0.01%
7,826
+10
586
$303K 0.01%
3,219
587
$303K 0.01%
3,435
+52
588
$302K 0.01%
5,865
+3
589
$302K 0.01%
6,409
+1,657
590
$301K 0.01%
1,450
-504
591
$300K 0.01%
1,138
+3
592
$300K 0.01%
+1,141
593
$300K 0.01%
1,486
-37
594
$299K 0.01%
1,426
-3
595
$298K ﹤0.01%
11,903
+3,791
596
$297K ﹤0.01%
+5,027
597
$297K ﹤0.01%
12,198
598
$297K ﹤0.01%
10,915
+24
599
$297K ﹤0.01%
9,536
600
$297K ﹤0.01%
+2,261
22 23
24
25 26