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
676
$257K ﹤0.01%
3,919
+159
677
$257K ﹤0.01%
1,794
-3
678
$257K ﹤0.01%
4,929
+525
679
$256K ﹤0.01%
1,622
-670
680
$256K ﹤0.01%
5,138
+13
681
$256K ﹤0.01%
860
+53
682
$255K ﹤0.01%
6,034
-1,017
683
$254K ﹤0.01%
4,454
+446
684
$254K ﹤0.01%
9,400
+111
685
$254K ﹤0.01%
+1,723
686
$254K ﹤0.01%
+3,464
687
$253K ﹤0.01%
26,985
-53
688
$252K ﹤0.01%
4,442
+8
689
$252K ﹤0.01%
+11,211
690
$251K ﹤0.01%
2,062
+2
691
$251K ﹤0.01%
2,874
+18
692
$251K ﹤0.01%
990
-776
693
$251K ﹤0.01%
3,709
+12
694
$251K ﹤0.01%
6,295
+2
695
$251K ﹤0.01%
+2,713
696
$251K ﹤0.01%
+9,611
697
$251K ﹤0.01%
3,283
+73
698
$251K ﹤0.01%
5,131
+10
699
$251K ﹤0.01%
16,536
+55
700
$249K ﹤0.01%
594
-27
26 27
28
29 30