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
751
$226K ﹤0.01%
3,917
+5
752
$225K ﹤0.01%
7,166
+51
753
$225K ﹤0.01%
+1,293
754
$225K ﹤0.01%
13,439
755
$224K ﹤0.01%
2,484
+70
756
$223K ﹤0.01%
1,997
-422
757
$223K ﹤0.01%
+6,211
758
$223K ﹤0.01%
3,684
+634
759
$222K ﹤0.01%
2,200
+2
760
$222K ﹤0.01%
860
+89
761
$222K ﹤0.01%
+4,747
762
$222K ﹤0.01%
4,540
+13
763
$222K ﹤0.01%
3,954
-10
764
$222K ﹤0.01%
983
+3
765
$221K ﹤0.01%
+6,181
766
$220K ﹤0.01%
3,209
+18
767
$220K ﹤0.01%
+478
768
$219K ﹤0.01%
1,316
+2
769
$217K ﹤0.01%
3,592
+14
770
$217K ﹤0.01%
+5,445
771
$217K ﹤0.01%
1,467
-332
772
$217K ﹤0.01%
+13,983
773
$216K ﹤0.01%
2,217
-18
774
$216K ﹤0.01%
1,501
+217
775
$216K ﹤0.01%
1,674
+4
29 30
31
32 33