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
651
$231K ﹤0.01%
+1,445
652
$230K ﹤0.01%
15,314
+9
653
$230K ﹤0.01%
2,141
+3
654
$230K ﹤0.01%
4,796
-1
655
$229K ﹤0.01%
1,722
-4
656
$229K ﹤0.01%
+597
657
$228K ﹤0.01%
+2,666
658
$228K ﹤0.01%
+1,730
659
$227K ﹤0.01%
+2,066
660
$227K ﹤0.01%
2,669
+1
661
$225K ﹤0.01%
+3,401
662
$225K ﹤0.01%
579
+1
663
$225K ﹤0.01%
+6,302
664
$225K ﹤0.01%
4,682
-23
665
$225K ﹤0.01%
+1,294
666
$224K ﹤0.01%
+1,440
667
$222K ﹤0.01%
+3,845
668
$222K ﹤0.01%
+1,394
669
$221K ﹤0.01%
+1,348
670
$221K ﹤0.01%
+4,017
671
$220K ﹤0.01%
+6,768
672
$220K ﹤0.01%
+3,837
673
$220K ﹤0.01%
19,771
-2,047
674
$219K ﹤0.01%
2,713
-110
675
$219K ﹤0.01%
+2,501
25 26
27
28 29