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
51
$6.46M 0.09%
8,468
-337
52
$6.31M 0.09%
122,219
+11,595
53
$6.06M 0.08%
9,048
-143
54
$5.95M 0.08%
160,123
55
$5.72M 0.08%
36,853
+3,846
56
$5.36M 0.07%
5,787
+91
57
$5.26M 0.07%
33,094
+2,054
58
$5.13M 0.07%
322,044
59
$5.09M 0.07%
101,810
-1,249
60
$5.05M 0.07%
32,839
+7,668
61
$4.99M 0.07%
59,484
+5,598
62
$4.94M 0.07%
29,541
+2,972
63
$4.91M 0.07%
18,390
+711
64
$4.74M 0.06%
79,459
65
$4.71M 0.06%
166,915
+2,911
66
$4.6M 0.06%
16,365
+902
67
$4.55M 0.06%
21,195
+938
68
$4.51M 0.06%
141,766
-25,525
69
$4.24M 0.06%
75,967
+9,028
70
$4.19M 0.06%
17,066
+601
71
$4.1M 0.06%
11,999
+512
72
$4.05M 0.06%
33,740
+460
73
$3.91M 0.05%
20,477
+30
74
$3.89M 0.05%
33,965
-390
75
$3.89M 0.05%
14,917
+464
1 2
3
4 5