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
826
$200K ﹤0.01%
+5,169
827
$200K ﹤0.01%
2,867
-1,140
828
$188K ﹤0.01%
16,875
-2,850
829
$182K ﹤0.01%
+11,932
830
$179K ﹤0.01%
13,287
+29
831
$172K ﹤0.01%
+16,327
832
$170K ﹤0.01%
19,142
+1,381
833
$164K ﹤0.01%
23,189
+58
834
$150K ﹤0.01%
16,807
+40
835
$146K ﹤0.01%
13,939
-2,129
836
$145K ﹤0.01%
31,214
837
$139K ﹤0.01%
25,041
+101
838
$129K ﹤0.01%
12,058
839
$128K ﹤0.01%
17,321
840
$126K ﹤0.01%
19,189
841
$124K ﹤0.01%
+13,709
842
$117K ﹤0.01%
12,701
-716
843
$114K ﹤0.01%
13,825
+45
844
$111K ﹤0.01%
18,701
+2
845
$106K ﹤0.01%
+11,366
846
$104K ﹤0.01%
26,626
-926
847
$99.8K ﹤0.01%
14,978
+11
848
$98.8K ﹤0.01%
15,931
-132
849
$98.4K ﹤0.01%
+11,972
850
$92.8K ﹤0.01%
12,693
+575
32 33
34
35 36