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
676
$333K ﹤0.01%
2,069
677
$333K ﹤0.01%
9,686
+902
678
$333K ﹤0.01%
2,282
+201
679
$332K ﹤0.01%
17,420
+4,055
680
$330K ﹤0.01%
4,521
-2,936
681
$330K ﹤0.01%
1,751
+101
682
$330K ﹤0.01%
1,385
+1
683
$330K ﹤0.01%
1,059
+246
684
$329K ﹤0.01%
12,785
+3,680
685
$328K ﹤0.01%
2,306
+136
686
$328K ﹤0.01%
3,931
-1,323
687
$328K ﹤0.01%
2,060
+344
688
$327K ﹤0.01%
4,011
-917
689
$327K ﹤0.01%
1,178
+1
690
$327K ﹤0.01%
16,183
691
$327K ﹤0.01%
1,872
+372
692
$326K ﹤0.01%
3,400
+1
693
$325K ﹤0.01%
6,705
+173
694
$324K ﹤0.01%
6,198
+723
695
$324K ﹤0.01%
1,395
+1
696
$324K ﹤0.01%
+6,402
697
$323K ﹤0.01%
8,594
+519
698
$323K ﹤0.01%
8,244
-1,273
699
$323K ﹤0.01%
4,789
700
$323K ﹤0.01%
28,591
26 27
28
29 30