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
51
$5.39M 0.09%
20,782
-7,072
52
$5.32M 0.09%
32,057
-352
53
$5.31M 0.09%
82,033
54
$5.14M 0.09%
102,866
+21,610
55
$4.87M 0.08%
357,561
56
$4.87M 0.08%
5,145
+229
57
$4.83M 0.08%
160,123
58
$4.74M 0.08%
17,674
59
$4.53M 0.08%
8,648
+168
60
$4.42M 0.07%
156,169
+88
61
$4.36M 0.07%
+104,507
62
$4.18M 0.07%
24,503
+269
63
$4.03M 0.07%
56,088
+192
64
$4M 0.07%
34,255
+13,238
65
$3.97M 0.07%
22,477
66
$3.82M 0.06%
229,865
-13,972
67
$3.68M 0.06%
66,327
-500
68
$3.68M 0.06%
+17,753
69
$3.65M 0.06%
48,679
+65
70
$3.62M 0.06%
+74,614
71
$3.61M 0.06%
85,798
+3,243
72
$3.43M 0.06%
222,120
73
$3.39M 0.06%
14,215
+3,076
74
$3.35M 0.06%
65,893
-2,468
75
$3.29M 0.05%
9,391
-656
1 2
3
4 5