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
751
$103K ﹤0.01%
+11,519
752
$93.2K ﹤0.01%
13,129
+23
753
$87.1K ﹤0.01%
13,632
-2,387
754
$86.1K ﹤0.01%
17,706
755
$81.3K ﹤0.01%
+11,820
756
$76.4K ﹤0.01%
12,296
+2
757
$74.3K ﹤0.01%
10,282
+28
758
$66.9K ﹤0.01%
10,025
759
$54.1K ﹤0.01%
26,518
760
$45.3K ﹤0.01%
16,077
+4,061
761
$35.7K ﹤0.01%
15,794
+2,600
762
$34K ﹤0.01%
16,999
-7,769
763
$30.8K ﹤0.01%
29,098
764
$24.4K ﹤0.01%
+10,000
765
– –
-716
766
– –
-5,264
767
– –
-1,249
768
– –
-2,172
769
– –
-1,766
770
– –
-8,827
771
– –
-1,467
772
– –
-1,441
773
– –
-5,609
774
– –
-875
775
– –
-8,736
28 29 30
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