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
851
$244K ﹤0.01%
8,109
+167
852
$243K ﹤0.01%
+2,525
853
$242K ﹤0.01%
845
+188
854
$242K ﹤0.01%
1,805
-117
855
$242K ﹤0.01%
3,257
-1,752
856
$242K ﹤0.01%
8,169
857
$242K ﹤0.01%
+4,439
858
$241K ﹤0.01%
1,691
859
$241K ﹤0.01%
2,892
+1
860
$240K ﹤0.01%
+3,107
861
$240K ﹤0.01%
2,231
+1
862
$239K ﹤0.01%
+5,313
863
$238K ﹤0.01%
20,484
864
$237K ﹤0.01%
+3,235
865
$237K ﹤0.01%
1,482
+1
866
$237K ﹤0.01%
4,035
867
$237K ﹤0.01%
790
-202
868
$236K ﹤0.01%
6,431
+480
869
$236K ﹤0.01%
1,586
+33
870
$236K ﹤0.01%
2,014
+103
871
$236K ﹤0.01%
+844
872
$235K ﹤0.01%
+4,447
873
$235K ﹤0.01%
+997
874
$235K ﹤0.01%
+2,079
875
$234K ﹤0.01%
1,006
33 34
35
36 37