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
601
$377K 0.01%
5,983
+2
602
$376K 0.01%
31,872
603
$376K 0.01%
1,218
604
$375K 0.01%
3,802
+235
605
$375K 0.01%
2,921
+70
606
$375K 0.01%
5,602
+410
607
$375K 0.01%
11,392
+4,086
608
$373K 0.01%
11,394
+10
609
$373K 0.01%
19,181
+292
610
$373K 0.01%
3,040
+326
611
$372K 0.01%
5,724
612
$371K 0.01%
248
-27
613
$371K 0.01%
6,472
+755
614
$370K 0.01%
2,697
+3
615
$370K 0.01%
3,140
+256
616
$370K 0.01%
602
617
$369K 0.01%
387
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618
$369K 0.01%
1,011
+2
619
$368K 0.01%
1,451
+1
620
$368K 0.01%
1,404
+203
621
$368K 0.01%
4,968
+932
622
$368K 0.01%
3,010
+483
623
$367K 0.01%
9,354
-185
624
$366K 0.01%
17,106
+3,188
625
$365K 0.01%
12,861
+1,516
23 24
25
26 27