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
701
$210K ﹤0.01%
+1,287
702
$210K ﹤0.01%
4,170
+3
703
$209K ﹤0.01%
+4,474
704
$208K ﹤0.01%
+3,271
705
$208K ﹤0.01%
6,753
+3
706
$208K ﹤0.01%
+869
707
$207K ﹤0.01%
5,288
+5
708
$207K ﹤0.01%
+1,440
709
$206K ﹤0.01%
5,592
710
$206K ﹤0.01%
2,102
-6
711
$206K ﹤0.01%
+5,310
712
$206K ﹤0.01%
+6,497
713
$204K ﹤0.01%
+5,001
714
$204K ﹤0.01%
+1,852
715
$204K ﹤0.01%
+1,466
716
$204K ﹤0.01%
+2,418
717
$203K ﹤0.01%
+3,259
718
$203K ﹤0.01%
1,926
719
$203K ﹤0.01%
+3,071
720
$202K ﹤0.01%
+1,106
721
$201K ﹤0.01%
+5,808
722
$201K ﹤0.01%
20,051
723
$201K ﹤0.01%
+1,631
724
$200K ﹤0.01%
+681
725
$200K ﹤0.01%
+35,140
27 28
29
30 31