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
$5.53B
AUM Growth
-$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.44M
3
+$2.45M
4
PLTR icon
Palantir
PLTR
+$2.32M
5
MAR icon
Marriott International
MAR
+$1.38M

Top Sells

1
+$66.8M
2
+$24M
3
+$19.7M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$19.1M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$18.7M

Sector Composition

1 Technology 3.38%
2 Healthcare 3.27%
3 Financials 2.56%
4 Communication Services 1.14%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-4,109
777
– –
-1,078
778
– –
-3,228
779
– –
-1,833
780
– –
-2,464
781
– –
-2,918
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