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
51
$4.07M 0.07%
160,123
52
$3.98M 0.07%
24,583
-586
53
$3.96M 0.07%
79,156
+38,056
54
$3.96M 0.07%
6,771
-17
55
$3.95M 0.07%
24,055
-410
56
$3.9M 0.06%
60,342
+60
57
$3.73M 0.06%
21,514
-618
58
$3.72M 0.06%
47,597
-11
59
$3.71M 0.06%
93,580
-1,302
60
$3.6M 0.06%
6,821
+336
61
$3.59M 0.06%
4,045
-183
62
$3.48M 0.06%
15,192
63
$3.48M 0.06%
82,232
-109
64
$3.45M 0.06%
338,439
65
$3.43M 0.06%
36,023
+7,512
66
$3.27M 0.05%
61,841
+4,828
67
$3.09M 0.05%
17,297
-20
68
$3.04M 0.05%
56,792
-6,762
69
$2.91M 0.05%
9,543
+131
70
$2.87M 0.05%
14,311
+51
71
$2.82M 0.05%
23,678
+257
72
$2.79M 0.05%
24,593
+1,899
73
$2.79M 0.05%
14,685
74
$2.78M 0.05%
25,115
-17,191
75
$2.75M 0.05%
48,757
-1,384
1 2
3
4 5