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
626
$242K ﹤0.01%
5,121
+4
627
$241K ﹤0.01%
2,236
-26
628
$241K ﹤0.01%
1,014
-215
629
$240K ﹤0.01%
8,439
630
$240K ﹤0.01%
5,121
+1
631
$239K ﹤0.01%
4,340
-1
632
$238K ﹤0.01%
21,251
+3,366
633
$238K ﹤0.01%
+269
634
$238K ﹤0.01%
5,045
+5
635
$238K ﹤0.01%
3,993
+160
636
$238K ﹤0.01%
1,005
+1
637
$237K ﹤0.01%
+1,247
638
$237K ﹤0.01%
1,201
+1
639
$235K ﹤0.01%
1,010
-3
640
$235K ﹤0.01%
+1,400
641
$235K ﹤0.01%
14,009
+88
642
$235K ﹤0.01%
3,779
+4
643
$234K ﹤0.01%
6,442
644
$234K ﹤0.01%
1,058
+2
645
$233K ﹤0.01%
1,081
-78
646
$233K ﹤0.01%
3,618
+1
647
$232K ﹤0.01%
5,401
-64
648
$232K ﹤0.01%
6,561
+1
649
$232K ﹤0.01%
+3,503
650
$231K ﹤0.01%
1,339
+1
24 25
26
27 28