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
801
$267K ﹤0.01%
2,508
-3
802
$267K ﹤0.01%
+1,602
803
$267K ﹤0.01%
9,795
-3,466
804
$267K ﹤0.01%
2,272
+80
805
$265K ﹤0.01%
7,064
+9
806
$265K ﹤0.01%
+2,002
807
$265K ﹤0.01%
2,187
+373
808
$264K ﹤0.01%
1,835
-921
809
$263K ﹤0.01%
+6,098
810
$263K ﹤0.01%
1,329
+30
811
$261K ﹤0.01%
829
+127
812
$261K ﹤0.01%
6,604
+13
813
$260K ﹤0.01%
9,313
+13
814
$259K ﹤0.01%
2,011
-132
815
$258K ﹤0.01%
4,533
+631
816
$258K ﹤0.01%
2,497
+190
817
$257K ﹤0.01%
29,534
+8
818
$256K ﹤0.01%
1,720
+375
819
$256K ﹤0.01%
1,004
+58
820
$255K ﹤0.01%
+1,752
821
$255K ﹤0.01%
5,021
+46
822
$255K ﹤0.01%
+1,972
823
$255K ﹤0.01%
3,002
+323
824
$254K ﹤0.01%
2,720
-219
825
$254K ﹤0.01%
1,398
+1
31 32
33
34 35