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
601
$253K ﹤0.01%
42,663
602
$252K ﹤0.01%
915
-4
603
$251K ﹤0.01%
3,080
-120
604
$251K ﹤0.01%
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-4
605
$251K ﹤0.01%
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+3
606
$251K ﹤0.01%
2,722
607
$251K ﹤0.01%
7,907
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608
$251K ﹤0.01%
2,069
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609
$250K ﹤0.01%
4,641
+1
610
$249K ﹤0.01%
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+1
611
$249K ﹤0.01%
9,291
-6
612
$248K ﹤0.01%
13,439
613
$248K ﹤0.01%
504
+1
614
$247K ﹤0.01%
+1,831
615
$247K ﹤0.01%
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616
$247K ﹤0.01%
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617
$247K ﹤0.01%
408
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$246K ﹤0.01%
1,239
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619
$246K ﹤0.01%
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620
$245K ﹤0.01%
1,380
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621
$245K ﹤0.01%
265
622
$245K ﹤0.01%
6,903
623
$244K ﹤0.01%
2,037
-22
624
$243K ﹤0.01%
1,796
+8
625
$243K ﹤0.01%
2,588
-10
23 24
25
26 27