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
651
$350K ﹤0.01%
15,487
+10
652
$350K ﹤0.01%
3,624
+265
653
$350K ﹤0.01%
1,168
654
$350K ﹤0.01%
3,220
-535
655
$350K ﹤0.01%
616
+73
656
$349K ﹤0.01%
15,091
+1,187
657
$348K ﹤0.01%
53,469
-5,000
658
$346K ﹤0.01%
2,794
-32
659
$346K ﹤0.01%
5,296
-850
660
$345K ﹤0.01%
2,719
+501
661
$344K ﹤0.01%
2,453
+560
662
$343K ﹤0.01%
2,603
+203
663
$342K ﹤0.01%
2,819
664
$341K ﹤0.01%
988
+1
665
$341K ﹤0.01%
5,574
+502
666
$340K ﹤0.01%
+1,735
667
$339K ﹤0.01%
2,671
668
$339K ﹤0.01%
775
669
$339K ﹤0.01%
1,019
+3
670
$339K ﹤0.01%
1,340
+201
671
$336K ﹤0.01%
5,288
+449
672
$335K ﹤0.01%
4,921
-85
673
$335K ﹤0.01%
1,712
-144
674
$334K ﹤0.01%
4,465
+410
675
$333K ﹤0.01%
+2,129
25 26
27
28 29