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
826
$254K ﹤0.01%
12,789
827
$253K ﹤0.01%
905
828
$253K ﹤0.01%
1,425
+1
829
$252K ﹤0.01%
15,641
+1,713
830
$252K ﹤0.01%
19,669
+3,431
831
$251K ﹤0.01%
+1,960
832
$251K ﹤0.01%
3,734
+2
833
$251K ﹤0.01%
3,020
+1
834
$251K ﹤0.01%
997
835
$250K ﹤0.01%
2,642
+346
836
$250K ﹤0.01%
1,430
+1
837
$250K ﹤0.01%
3,416
-275
838
$250K ﹤0.01%
1,356
+101
839
$249K ﹤0.01%
+8,416
840
$249K ﹤0.01%
1,096
+3
841
$248K ﹤0.01%
4,314
+462
842
$248K ﹤0.01%
1,761
+254
843
$248K ﹤0.01%
+1,785
844
$246K ﹤0.01%
3,712
+21
845
$246K ﹤0.01%
+950
846
$246K ﹤0.01%
4,325
+499
847
$246K ﹤0.01%
+5,228
848
$246K ﹤0.01%
9,761
+897
849
$245K ﹤0.01%
5,447
+35
850
$244K ﹤0.01%
1,635
+30
32 33
34
35 36