FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
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
+$57M
2
+$55.8M
3
+$44M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$35.3M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$25.5M

Top Sells

1
+$65.9M
2
+$2.5M
3
+$1.41M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$922K
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
TMHC icon
776
Taylor Morrison
TMHC
$6.16B
$283K ﹤0.01%
4,292
-11
AIT icon
777
Applied Industrial Technologies
AIT
$9.71B
$283K ﹤0.01%
1,085
+101
ATR icon
778
AptarGroup
ATR
$7.98B
$282K ﹤0.01%
2,113
+607
HLI icon
779
Houlihan Lokey
HLI
$12.3B
$282K ﹤0.01%
1,372
+231
CMC icon
780
Commercial Metals
CMC
$7.06B
$281K ﹤0.01%
4,900
+537
ALK icon
781
Alaska Air
ALK
$4.95B
$281K ﹤0.01%
5,637
+131
FIVE icon
782
Five Below
FIVE
$8.76B
$280K ﹤0.01%
+1,809
SANM icon
783
Sanmina
SANM
$8.41B
$280K ﹤0.01%
2,431
+239
DVY icon
784
iShares Select Dividend ETF
DVY
$20.6B
$279K ﹤0.01%
1,966
GTES icon
785
Gates Industrial
GTES
$5.74B
$279K ﹤0.01%
11,249
+1,220
EPAM icon
786
EPAM Systems
EPAM
$10.7B
$278K ﹤0.01%
1,842
-125
AVY icon
787
Avery Dennison
AVY
$13.3B
$277K ﹤0.01%
1,711
+458
CRWV
788
CoreWeave Inc
CRWV
$37.9B
$277K ﹤0.01%
+2,021
PHG icon
789
Philips
PHG
$26.8B
$276K ﹤0.01%
10,137
ALGN icon
790
Align Technology
ALGN
$10.8B
$276K ﹤0.01%
+2,204
BMRN icon
791
BioMarin Pharmaceuticals
BMRN
$10.4B
$276K ﹤0.01%
+5,087
OLLI icon
792
Ollie's Bargain Outlet
OLLI
$7.34B
$275K ﹤0.01%
2,139
+1
PFSI icon
793
PennyMac Financial
PFSI
$6.85B
$274K ﹤0.01%
+2,211
UHAL.B icon
794
U-Haul Holding Co Series N
UHAL.B
$9.25B
$272K ﹤0.01%
5,344
-120
FCFS icon
795
FirstCash
FCFS
$7.09B
$269K ﹤0.01%
1,700
+1
ARGX icon
796
argenx
ARGX
$56.4B
$269K ﹤0.01%
+365
VMI icon
797
Valmont Industries
VMI
$8.01B
$269K ﹤0.01%
694
ESNT icon
798
Essent Group
ESNT
$6B
$268K ﹤0.01%
4,223
+301
AVXL icon
799
Anavex Life Sciences
AVXL
$328M
$268K ﹤0.01%
30,140
SNV icon
800
Synovus
SNV
$6.77B
$268K ﹤0.01%
5,455
+1
30 31
32
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