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
626
$281K ﹤0.01%
14,467
-491
627
$281K ﹤0.01%
20,278
-2
628
$280K ﹤0.01%
1,421
+4
629
$280K ﹤0.01%
13,584
+185
630
$280K ﹤0.01%
615
+97
631
$279K ﹤0.01%
+7,871
632
$278K ﹤0.01%
18,118
633
$278K ﹤0.01%
1,850
+285
634
$278K ﹤0.01%
3,619
+14
635
$278K ﹤0.01%
2,218
636
$277K ﹤0.01%
1,540
-299
637
$277K ﹤0.01%
2,228
+236
638
$274K ﹤0.01%
+2,713
639
$274K ﹤0.01%
539
+35
640
$273K ﹤0.01%
1,458
+3
641
$272K ﹤0.01%
10,252
-14
642
$271K ﹤0.01%
+12,379
643
$271K ﹤0.01%
+4,789
644
$271K ﹤0.01%
10,891
645
$271K ﹤0.01%
2,947
-2
646
$270K ﹤0.01%
24,042
-41
647
$269K ﹤0.01%
1,475
+137
648
$269K ﹤0.01%
1,187
+3
649
$269K ﹤0.01%
+1,201
650
$269K ﹤0.01%
7,274
+30
24 25
26
27 28