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
601
$296K ﹤0.01%
3,894
+1
602
$296K ﹤0.01%
+2,192
603
$295K ﹤0.01%
4,648
-1,783
604
$294K ﹤0.01%
2,935
+65
605
$294K ﹤0.01%
+5,647
606
$293K ﹤0.01%
841
607
$292K ﹤0.01%
2,067
+2
608
$291K ﹤0.01%
5,617
-42
609
$290K ﹤0.01%
3,457
+10
610
$289K ﹤0.01%
876
-110
611
$288K ﹤0.01%
4,795
612
$288K ﹤0.01%
1,020
+90
613
$287K ﹤0.01%
+42,663
614
$286K ﹤0.01%
7,894
-109
615
$284K ﹤0.01%
+2,151
616
$284K ﹤0.01%
3,102
+599
617
$284K ﹤0.01%
6,970
-1
618
$284K ﹤0.01%
1,545
-462
619
$283K ﹤0.01%
1,889
+154
620
$282K ﹤0.01%
4,539
621
$282K ﹤0.01%
2,660
622
$282K ﹤0.01%
1,270
+175
623
$281K ﹤0.01%
4,104
+2
624
$281K ﹤0.01%
+10,829
625
$281K ﹤0.01%
4,818
-794
23 24
25
26 27