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
651
$269K ﹤0.01%
833
+2
652
$268K ﹤0.01%
3,820
+41
653
$268K ﹤0.01%
2,559
-1,189
654
$267K ﹤0.01%
+13,731
655
$264K ﹤0.01%
4,281
-207
656
$264K ﹤0.01%
1,966
657
$264K ﹤0.01%
2,953
658
$264K ﹤0.01%
5,028
-127
659
$264K ﹤0.01%
2,308
+16
660
$263K ﹤0.01%
+11,964
661
$263K ﹤0.01%
1,451
+6
662
$263K ﹤0.01%
+2,303
663
$263K ﹤0.01%
4,504
+643
664
$262K ﹤0.01%
+2,420
665
$262K ﹤0.01%
2,523
+9
666
$262K ﹤0.01%
1,581
+104
667
$261K ﹤0.01%
+7,854
668
$260K ﹤0.01%
12,775
+2,561
669
$259K ﹤0.01%
2,178
-266
670
$259K ﹤0.01%
9,371
-840
671
$259K ﹤0.01%
2,230
+7
672
$259K ﹤0.01%
+30,140
673
$258K ﹤0.01%
3,282
+54
674
$257K ﹤0.01%
1,103
-10
675
$257K ﹤0.01%
4,286
+15
25 26
27
28 29