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
776
$215K ﹤0.01%
1,384
+28
777
$214K ﹤0.01%
585
-35
778
$214K ﹤0.01%
6,791
+23
779
$212K ﹤0.01%
3,055
+13
780
$212K ﹤0.01%
5,868
781
$212K ﹤0.01%
+4,273
782
$212K ﹤0.01%
1,443
+3
783
$211K ﹤0.01%
747
+30
784
$211K ﹤0.01%
+3,857
785
$211K ﹤0.01%
2,205
+7
786
$211K ﹤0.01%
3,825
-35
787
$211K ﹤0.01%
4,353
-1,031
788
$210K ﹤0.01%
602
+1
789
$210K ﹤0.01%
+1,056
790
$210K ﹤0.01%
+1,412
791
$209K ﹤0.01%
8,778
+33
792
$209K ﹤0.01%
9,246
+27
793
$209K ﹤0.01%
+6,095
794
$209K ﹤0.01%
+4,417
795
$208K ﹤0.01%
6,337
-8
796
$208K ﹤0.01%
+2,677
797
$208K ﹤0.01%
7,344
-9
798
$208K ﹤0.01%
+1,337
799
$207K ﹤0.01%
1,356
+7
800
$207K ﹤0.01%
2,966
-793
30 31
32
33 34