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
801
$207K ﹤0.01%
7,612
802
$207K ﹤0.01%
689
+27
803
$206K ﹤0.01%
+3,785
804
$206K ﹤0.01%
2,852
+147
805
$205K ﹤0.01%
1,857
-2
806
$205K ﹤0.01%
8,694
807
$204K ﹤0.01%
+1,696
808
$204K ﹤0.01%
1,575
+51
809
$204K ﹤0.01%
+762
810
$203K ﹤0.01%
3,909
+10
811
$202K ﹤0.01%
361
-47
812
$202K ﹤0.01%
2,291
+59
813
$202K ﹤0.01%
2,040
+118
814
$202K ﹤0.01%
689
+125
815
$202K ﹤0.01%
100,000
816
$202K ﹤0.01%
23,166
-1,405
817
$202K ﹤0.01%
+832
818
$201K ﹤0.01%
3,303
+8
819
$201K ﹤0.01%
905
820
$201K ﹤0.01%
+413
821
$201K ﹤0.01%
+1,983
822
$201K ﹤0.01%
+2,655
823
$200K ﹤0.01%
+4,035
824
$200K ﹤0.01%
4,355
+12
825
$200K ﹤0.01%
6,597
+319
31 32
33
34 35