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
726
$307K ﹤0.01%
3,027
+485
727
$307K ﹤0.01%
4,292
+717
728
$306K ﹤0.01%
11,041
+7
729
$305K ﹤0.01%
+717
730
$304K ﹤0.01%
25,119
+28
731
$301K ﹤0.01%
2,814
+403
732
$301K ﹤0.01%
+5,558
733
$301K ﹤0.01%
3,230
+800
734
$301K ﹤0.01%
5,902
+506
735
$301K ﹤0.01%
+5,752
736
$301K ﹤0.01%
4,681
+444
737
$300K ﹤0.01%
100,000
738
$300K ﹤0.01%
2,689
+201
739
$299K ﹤0.01%
5,295
+546
740
$299K ﹤0.01%
9,788
+1,022
741
$299K ﹤0.01%
764
+78
742
$298K ﹤0.01%
6,255
743
$298K ﹤0.01%
1,669
+101
744
$298K ﹤0.01%
6,701
+609
745
$298K ﹤0.01%
17,001
+3,900
746
$298K ﹤0.01%
7,074
+472
747
$296K ﹤0.01%
2,166
+628
748
$296K ﹤0.01%
2,723
-224
749
$296K ﹤0.01%
+3,252
750
$295K ﹤0.01%
5,992
-978
28 29
30
31 32