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
701
$247K ﹤0.01%
1,114
+3
702
$247K ﹤0.01%
+1,510
703
$247K ﹤0.01%
+2,450
704
$246K ﹤0.01%
2,366
+4
705
$246K ﹤0.01%
+1,384
706
$246K ﹤0.01%
2,941
+77
707
$245K ﹤0.01%
2,097
+78
708
$244K ﹤0.01%
1,391
709
$244K ﹤0.01%
520
-106
710
$244K ﹤0.01%
2,232
-5
711
$243K ﹤0.01%
3,407
+200
712
$242K ﹤0.01%
+1,675
713
$240K ﹤0.01%
5,518
+776
714
$240K ﹤0.01%
29,446
+1,445
715
$240K ﹤0.01%
1,975
+3
716
$240K ﹤0.01%
2,872
+144
717
$239K ﹤0.01%
2,143
+1
718
$239K ﹤0.01%
+4,738
719
$237K ﹤0.01%
+8,261
720
$237K ﹤0.01%
993
+2
721
$236K ﹤0.01%
1,750
+20
722
$236K ﹤0.01%
659
-292
723
$236K ﹤0.01%
10,737
724
$236K ﹤0.01%
+5,113
725
$235K ﹤0.01%
3,611
-385
27 28
29
30 31