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
$6.04B
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,008
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$73.3M
3
+$24.4M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$13.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.8M

Top Sells

1
+$7.19M
2
+$6.77M
3
+$6.52M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$5.68M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$4.73M

Sector Composition

1 Technology 4%
2 Healthcare 3.32%
3 Financials 2.67%
4 Communication Services 1.5%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
-4,279
902
– –
-2,155
903
– –
-1,421
904
– –
-1,585
905
– –
-1,691
906
– –
-2,976
907
– –
-10,444
908
– –
-1,017
909
– –
-1,948
910
– –
-1,046
911
– –
-5,419
912
– –
-973
913
– –
-2,053
914
– –
0
915
– –
-3,115
916
– –
-13,845
917
– –
-621
918
– –
-1,947
919
– –
-4,833
920
– –
-7,017
921
– –
-13,642
922
– –
-1,862
923
– –
-4,113
924
– –
-19,521
925
– –
-1,715
34 35 36
37
38