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
$6.57B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$25.7M
3
+$23.3M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$15.6M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$8.25M

Top Sells

1
+$11.5M
2
+$9.33M
3
+$8.24M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.83M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$7.79M

Sector Composition

1 Technology 4.59%
2 Healthcare 2.81%
3 Financials 2.63%
4 Communication Services 1.72%
5 Consumer Discretionary 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DKNG icon
601
DraftKings
DKNG
$13.9B
$338K 0.01%
7,888
+34
ATI icon
602
ATI
ATI
$13.1B
$338K 0.01%
3,918
+9
OC icon
603
Owens Corning
OC
$8.63B
$338K 0.01%
2,459
-81
CHMG icon
604
Chemung Financial Corp
CHMG
$241M
$337K 0.01%
6,949
CPNG icon
605
Coupang
CPNG
$53B
$337K 0.01%
11,234
-1,145
A icon
606
Agilent Technologies
A
$41.8B
$336K 0.01%
2,851
-442
CP icon
607
Canadian Pacific Kansas City
CP
$62.1B
$336K 0.01%
4,238
+418
MCO icon
608
Moody's
MCO
$86B
$336K 0.01%
669
-82
AKAM icon
609
Akamai
AKAM
$10.5B
$335K 0.01%
+4,206
FOXA icon
610
Fox Class A
FOXA
$29.2B
$335K 0.01%
5,981
-165
CSL icon
611
Carlisle Companies
CSL
$13.2B
$335K 0.01%
897
+2
SF icon
612
Stifel
SF
$12.2B
$334K 0.01%
3,220
+1
GEN icon
613
Gen Digital
GEN
$15.7B
$334K 0.01%
11,345
+1,093
PPG icon
614
PPG Industries
PPG
$21.4B
$334K 0.01%
2,932
+700
DUK icon
615
Duke Energy
DUK
$96.4B
$333K 0.01%
2,826
+764
KD icon
616
Kyndryl
KD
$6.13B
$333K 0.01%
7,942
+776
BEN icon
617
Franklin Resources
BEN
$12.1B
$332K 0.01%
+13,904
IEUR icon
618
iShares Core MSCI Europe ETF
IEUR
$6.71B
$331K 0.01%
5,006
+211
PNR icon
619
Pentair
PNR
$17.5B
$331K 0.01%
3,226
+352
UHS icon
620
Universal Health Services
UHS
$14.4B
$331K 0.01%
1,827
-133
DG icon
621
Dollar General
DG
$21.1B
$330K 0.01%
+2,888
BCO icon
622
Brink's
BCO
$4.66B
$329K 0.01%
3,690
-338
IT icon
623
Gartner
IT
$16.3B
$329K 0.01%
814
-60
BLDR icon
624
Builders FirstSource
BLDR
$12.1B
$329K 0.01%
2,819
-400
RRC icon
625
Range Resources
RRC
$8.7B
$328K 0.01%
8,075
+8
23 24
25
26 27