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
626
$365K 0.01%
6,949
627
$365K 0.01%
6,443
+716
628
$364K 0.01%
2,804
+316
629
$362K 0.01%
2,557
+450
630
$362K 0.01%
4,079
631
$361K ﹤0.01%
1,032
632
$361K ﹤0.01%
9,640
+1,752
633
$359K ﹤0.01%
1,795
+1
634
$359K ﹤0.01%
4,377
+1,486
635
$359K ﹤0.01%
1,562
636
$358K ﹤0.01%
885
+393
637
$357K ﹤0.01%
1,454
+1
638
$356K ﹤0.01%
4,287
-1,611
639
$356K ﹤0.01%
13,510
+4,564
640
$355K ﹤0.01%
11,571
+3
641
$354K ﹤0.01%
3,031
-659
642
$353K ﹤0.01%
18,796
+81
643
$353K ﹤0.01%
383
-21
644
$353K ﹤0.01%
2,652
+299
645
$352K ﹤0.01%
5,221
+1,394
646
$352K ﹤0.01%
1,854
+303
647
$352K ﹤0.01%
1,259
+118
648
$351K ﹤0.01%
5,292
+1,112
649
$351K ﹤0.01%
671
+301
650
$350K ﹤0.01%
1,746
+69
24 25
26
27 28