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
$3.46B
AUM Growth
+$424M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$63.1M
2
+$45.1M
3
+$39M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$31.1M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$22.6M

Top Sells

1
+$10.8M
2
+$777K
3
+$482K
4
OSBC icon
Old Second Bancorp
OSBC
+$400K
5
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$383K

Sector Composition

1 Healthcare 4.31%
2 Financials 4.14%
3 Technology 3.61%
4 Energy 1.15%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
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