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
851
$87.3K ﹤0.01%
11,062
852
$87.3K ﹤0.01%
+10,500
853
$80.7K ﹤0.01%
+15,000
854
$78.9K ﹤0.01%
14,418
855
$68K ﹤0.01%
21,441
-6,865
856
$65.7K ﹤0.01%
13,624
-440
857
$57.7K ﹤0.01%
16,077
858
$54K ﹤0.01%
11,306
-990
859
$46.7K ﹤0.01%
26,518
860
$38.9K ﹤0.01%
+11,516
861
$36.3K ﹤0.01%
13,297
+1,248
862
$33.5K ﹤0.01%
29,098
863
$27.1K ﹤0.01%
20,044
+3,975
864
$25.6K ﹤0.01%
11,000
+1,000
865
$19.1K ﹤0.01%
10,840
866
$13.7K ﹤0.01%
22,051
+10,752
867
– –
-1,715
868
– –
-1,293
869
– –
-1,770
870
– –
-1,330
871
– –
-18,025
872
– –
-3,112
873
– –
-146
874
– –
-5,582
875
– –
-1,425
33 34
35
36 37