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
676
$219K ﹤0.01%
3,033
677
$219K ﹤0.01%
+980
678
$218K ﹤0.01%
5,804
679
$218K ﹤0.01%
+2,227
680
$218K ﹤0.01%
1,646
+1
681
$218K ﹤0.01%
2,650
+1
682
$218K ﹤0.01%
3,745
+15
683
$217K ﹤0.01%
+1,935
684
$217K ﹤0.01%
+11,669
685
$216K ﹤0.01%
+2,060
686
$215K ﹤0.01%
+870
687
$215K ﹤0.01%
802
+5
688
$215K ﹤0.01%
+2,777
689
$214K ﹤0.01%
14,776
690
$214K ﹤0.01%
1,631
-3,878
691
$214K ﹤0.01%
6,998
+2
692
$214K ﹤0.01%
1,292
+1
693
$213K ﹤0.01%
20,175
+88
694
$213K ﹤0.01%
+5,313
695
$213K ﹤0.01%
+3,269
696
$212K ﹤0.01%
1,701
+21
697
$212K ﹤0.01%
+3,224
698
$211K ﹤0.01%
+1,046
699
$211K ﹤0.01%
1,400
+12
700
$211K ﹤0.01%
+4,669
26 27
28
29 30