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
726
$235K ﹤0.01%
11,165
-276
727
$235K ﹤0.01%
2,551
+5
728
$235K ﹤0.01%
+7,690
729
$234K ﹤0.01%
5,396
-5
730
$234K ﹤0.01%
5,508
-1,466
731
$234K ﹤0.01%
12,668
732
$234K ﹤0.01%
2,488
733
$234K ﹤0.01%
+3,067
734
$234K ﹤0.01%
612
+15
735
$234K ﹤0.01%
6,690
-1,277
736
$233K ﹤0.01%
+115,488
737
$233K ﹤0.01%
1,299
+7
738
$233K ﹤0.01%
1,286
+3
739
$232K ﹤0.01%
2,514
740
$232K ﹤0.01%
+1,382
741
$232K ﹤0.01%
4,966
+5
742
$232K ﹤0.01%
4,471
+454
743
$231K ﹤0.01%
2,147
+6
744
$231K ﹤0.01%
5,702
-1,728
745
$230K ﹤0.01%
2,873
-750
746
$230K ﹤0.01%
2,521
+44
747
$229K ﹤0.01%
401
-5
748
$228K ﹤0.01%
1,420
-68
749
$227K ﹤0.01%
3,207
-1,324
750
$227K ﹤0.01%
2,571
28 29
30
31 32