FFM

Forum Financial Management Portfolio holdings

AUM $7.69B
1-Year Est. Return 18.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.69B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Sells

1 +$5.15M
2 +$3.21M
3 +$3.16M
4
MU icon
Micron Technology
MU
+$2.74M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.68M

Sector Composition

1 Technology 4.14%
2 Healthcare 2.94%
3 Financials 2.65%
4 Communication Services 1.92%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OMF icon
651
OneMain Financial
OMF
$7.02B
$358K ﹤0.01%
5,299
+4
RMBS icon
652
Rambus
RMBS
$13.7B
$358K ﹤0.01%
3,891
Z icon
653
Zillow
Z
$10.8B
$357K ﹤0.01%
5,226
-1
NYT icon
654
New York Times
NYT
$13B
$356K ﹤0.01%
5,134
+6
TYL icon
655
Tyler Technologies
TYL
$14.7B
$356K ﹤0.01%
785
+114
FIVE icon
656
Five Below
FIVE
$13.7B
$354K ﹤0.01%
1,882
+73
MSCI icon
657
MSCI
MSCI
$41.5B
$354K ﹤0.01%
617
+1
EFX icon
658
Equifax
EFX
$23.9B
$354K ﹤0.01%
1,630
+1
MPWR icon
659
Monolithic Power Systems
MPWR
$73.2B
$353K ﹤0.01%
390
+7
DOX icon
660
Amdocs
DOX
$7.2B
$353K ﹤0.01%
4,380
+3
OSK icon
661
Oshkosh
OSK
$9.51B
$352K ﹤0.01%
2,804
TOST icon
662
Toast
TOST
$17.2B
$351K ﹤0.01%
9,880
-466
LNC icon
663
Lincoln National
LNC
$7.1B
$350K ﹤0.01%
7,862
+6
NBIX icon
664
Neurocrine Biosciences
NBIX
$13.2B
$350K ﹤0.01%
2,467
+14
IJH icon
665
iShares Core S&P Mid-Cap ETF
IJH
$116B
$350K ﹤0.01%
5,296
IEUR icon
666
iShares Core MSCI Europe ETF
IEUR
$8.99B
$349K ﹤0.01%
4,921
PFGC icon
667
Performance Food Group
PFGC
$14.4B
$349K ﹤0.01%
3,881
WSM icon
668
Williams-Sonoma
WSM
$24B
$348K ﹤0.01%
1,950
+238
ACM icon
669
Aecom
ACM
$11.2B
$348K ﹤0.01%
3,647
MP icon
670
MP Materials
MP
$11.8B
$348K ﹤0.01%
6,881
+255
BG icon
671
Bunge Global
BG
$23.7B
$348K ﹤0.01%
3,902
+11
PODD icon
672
Insulet
PODD
$13.9B
$346K ﹤0.01%
1,218
ACI icon
673
Albertsons Companies
ACI
$8.42B
$345K ﹤0.01%
20,070
+3,069
CFR icon
674
Cullen/Frost Bankers
CFR
$9.09B
$344K ﹤0.01%
2,720
+1
ROKU icon
675
Roku
ROKU
$17.5B
$343K ﹤0.01%
3,162