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
876
$234K ﹤0.01%
30,395
+17,668
877
$234K ﹤0.01%
898
-261
878
$233K ﹤0.01%
2,913
+447
879
$232K ﹤0.01%
4,072
-593
880
$232K ﹤0.01%
1,459
881
$232K ﹤0.01%
+771
882
$232K ﹤0.01%
+4,959
883
$231K ﹤0.01%
+454
884
$231K ﹤0.01%
4,017
-663
885
$230K ﹤0.01%
21,698
+33
886
$230K ﹤0.01%
42,663
887
$230K ﹤0.01%
6,882
+1,077
888
$230K ﹤0.01%
+4,270
889
$229K ﹤0.01%
+2,644
890
$229K ﹤0.01%
6,344
891
$229K ﹤0.01%
+2,760
892
$229K ﹤0.01%
2,546
-1,050
893
$228K ﹤0.01%
+4,646
894
$228K ﹤0.01%
+1,161
895
$228K ﹤0.01%
8,041
+358
896
$227K ﹤0.01%
2,557
+1
897
$227K ﹤0.01%
+2,775
898
$227K ﹤0.01%
1,185
+8
899
$226K ﹤0.01%
13,414
+1,339
900
$224K ﹤0.01%
+3,863
34 35
36
37 38