FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
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
876
– –
-2,631
877
– –
-2,035
878
– –
-3,873
879
– –
-5,845
880
– –
-25,065
881
– –
-7,713
882
– –
-3,757
883
– –
-3,231
884
– –
-4,534
885
– –
-5,933
886
– –
-2,763
887
– –
-646
888
– –
-2,512
889
– –
-3,300
890
– –
-922
891
– –
-4,719
892
– –
-1,005
893
– –
-2,025
894
– –
-1,451
895
– –
-5,209
896
– –
-1,406
897
– –
-7,446
898
– –
-11,793
899
– –
-3,554
900
– –
-1,085
34 35
36
37 38