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
$7.31B
AUM Growth
+$733M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,061
New
Increased
Reduced
Closed

Top Buys

1
+$55.9M
2
+$54.6M
3
+$42.6M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$34.6M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$25.3M

Top Sells

1
+$58.6M
2
+$2.16M
3
+$1.37M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$890K
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
776
$283K ﹤0.01%
4,292
-11
777
$283K ﹤0.01%
1,085
+101
778
$282K ﹤0.01%
2,113
+607
779
$282K ﹤0.01%
1,372
+231
780
$281K ﹤0.01%
4,900
+537
781
$281K ﹤0.01%
5,637
+131
782
$280K ﹤0.01%
+1,809
783
$280K ﹤0.01%
2,431
+239
784
$279K ﹤0.01%
1,966
785
$279K ﹤0.01%
11,249
+1,220
786
$278K ﹤0.01%
1,842
-125
787
$277K ﹤0.01%
1,711
+458
788
$277K ﹤0.01%
+2,021
789
$276K ﹤0.01%
10,137
790
$276K ﹤0.01%
+2,204
791
$276K ﹤0.01%
+5,087
792
$275K ﹤0.01%
2,139
+1
793
$274K ﹤0.01%
+2,211
794
$272K ﹤0.01%
5,344
-120
795
$269K ﹤0.01%
1,700
+1
796
$269K ﹤0.01%
+365
797
$269K ﹤0.01%
694
798
$268K ﹤0.01%
4,223
+301
799
$268K ﹤0.01%
30,140
800
$268K ﹤0.01%
5,455
+1
30 31
32
33 34