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
726
$198K ﹤0.01%
14,575
+2
727
$196K ﹤0.01%
20,954
728
$192K ﹤0.01%
13,091
-8
729
$188K ﹤0.01%
17,556
+5,793
730
$187K ﹤0.01%
10,370
-200
731
$183K ﹤0.01%
11,799
+9
732
$177K ﹤0.01%
12,514
+3
733
$175K ﹤0.01%
13,680
-12
734
$167K ﹤0.01%
14,761
+1,058
735
$156K ﹤0.01%
17,203
+4
736
$152K ﹤0.01%
14,300
+500
737
$148K ﹤0.01%
254,748
+4,748
738
$141K ﹤0.01%
20,547
+6
739
$137K ﹤0.01%
+12,058
740
$136K ﹤0.01%
14,445
+1
741
$134K ﹤0.01%
11,668
-29,883
742
$123K ﹤0.01%
29,051
-22
743
$122K ﹤0.01%
17,321
744
$119K ﹤0.01%
13,457
+3,058
745
$118K ﹤0.01%
14,329
-171
746
$114K ﹤0.01%
10,214
747
$113K ﹤0.01%
+15,971
748
$113K ﹤0.01%
15,882
+14
749
$112K ﹤0.01%
10,008
-182
750
$110K ﹤0.01%
18,497
28 29
30
31 32