FFM

Forum Financial Management Portfolio holdings

AUM $7.69B
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
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
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902
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903
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904
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905
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906
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-973
907
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908
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0
909
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910
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911
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912
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913
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914
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915
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916
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917
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918
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920
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921
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922
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923
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924
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925
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-942
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