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
$6.01B
AUM Growth
+$481M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$14.1M
3
+$13.2M
4
CBOE icon
Cboe Global Markets
CBOE
+$10.7M
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$10.5M

Top Sells

1
+$23.6M
2
+$1.9M
3
+$1.56M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.49M
5
PLTR icon
Palantir
PLTR
+$915K

Sector Composition

1 Technology 3.33%
2 Healthcare 3.15%
3 Financials 2.35%
4 Consumer Discretionary 1.15%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
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777
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0
778
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779
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780
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-8,199
781
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-21,423
782
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-1,656
783
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784
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-250
785
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-1,742
786
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0
787
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-8,736
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