FFM

Forum Financial Management Portfolio holdings

AUM $7.69B
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
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
TMHC icon
776
Taylor Morrison
TMHC
$5.68B
$283K ﹤0.01%
4,292
-11
AIT icon
777
Applied Industrial Technologies
AIT
$9.9B
$283K ﹤0.01%
1,085
+101
ATR icon
778
AptarGroup
ATR
$8B
$282K ﹤0.01%
2,113
+607
HLI icon
779
Houlihan Lokey
HLI
$9.75B
$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
$4.39B
$281K ﹤0.01%
5,637
+131
FIVE icon
782
Five Below
FIVE
$12.8B
$280K ﹤0.01%
+1,809
SANM icon
783
Sanmina
SANM
$7.37B
$280K ﹤0.01%
2,431
+239
DVY icon
784
iShares Select Dividend ETF
DVY
$22.8B
$279K ﹤0.01%
1,966
GTES icon
785
Gates Industrial
GTES
$5.84B
$279K ﹤0.01%
11,249
+1,220
EPAM icon
786
EPAM Systems
EPAM
$7.23B
$278K ﹤0.01%
1,842
-125
AVY icon
787
Avery Dennison
AVY
$12.8B
$277K ﹤0.01%
1,711
+458
CRWV
788
CoreWeave Inc
CRWV
$44B
$277K ﹤0.01%
+2,021
PHG icon
789
Philips
PHG
$25.5B
$276K ﹤0.01%
10,137
ALGN icon
790
Align Technology
ALGN
$12.8B
$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
$5.66B
$275K ﹤0.01%
2,139
+1
PFSI icon
793
PennyMac Financial
PFSI
$4.38B
$274K ﹤0.01%
+2,211
UHAL.B icon
794
U-Haul Holding Co Series N
UHAL.B
$7.97B
$272K ﹤0.01%
5,344
-120
FCFS icon
795
FirstCash
FCFS
$8.65B
$269K ﹤0.01%
1,700
+1
ARGX icon
796
argenx
ARGX
$42B
$269K ﹤0.01%
+365
VMI icon
797
Valmont Industries
VMI
$7.93B
$269K ﹤0.01%
694
ESNT icon
798
Essent Group
ESNT
$5.44B
$268K ﹤0.01%
4,223
+301
AVXL icon
799
Anavex Life Sciences
AVXL
$391M
$268K ﹤0.01%
30,140
SNV
800
DELISTED
Synovus
SNV
$268K ﹤0.01%
5,455
+1
30 31
32
33 34