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
576
$399K 0.01%
1,964
-599
577
$398K 0.01%
115,488
578
$398K 0.01%
14,035
+568
579
$397K 0.01%
9,349
+331
580
$396K 0.01%
3,914
+1
581
$394K 0.01%
9,537
+2
582
$393K 0.01%
3,305
583
$392K 0.01%
1,138
+1
584
$392K 0.01%
697
-1
585
$391K 0.01%
4,614
+919
586
$391K 0.01%
2,761
+302
587
$388K 0.01%
2,169
588
$387K 0.01%
1,346
+282
589
$386K 0.01%
4,305
+223
590
$386K 0.01%
810
+141
591
$384K 0.01%
2,522
-396
592
$384K 0.01%
5,076
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593
$383K 0.01%
2,537
+496
594
$383K 0.01%
1,991
595
$381K 0.01%
7,548
-1
596
$380K 0.01%
2,200
+19
597
$380K 0.01%
9,402
+464
598
$379K 0.01%
2,451
+1
599
$378K 0.01%
1,217
-159
600
$378K 0.01%
10,346
+5,665
22 23
24
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