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
901
$224K ﹤0.01%
+3,260
902
$224K ﹤0.01%
+4,601
903
$224K ﹤0.01%
4,924
+1
904
$222K ﹤0.01%
+1,064
905
$222K ﹤0.01%
+3,543
906
$221K ﹤0.01%
3,418
+4
907
$221K ﹤0.01%
+2,639
908
$221K ﹤0.01%
+7,593
909
$220K ﹤0.01%
+2,467
910
$220K ﹤0.01%
+975
911
$220K ﹤0.01%
+4,998
912
$220K ﹤0.01%
2,798
+247
913
$220K ﹤0.01%
3,330
-115
914
$219K ﹤0.01%
+17,778
915
$219K ﹤0.01%
507
916
$219K ﹤0.01%
+864
917
$219K ﹤0.01%
+1,053
918
$219K ﹤0.01%
6,803
-1
919
$218K ﹤0.01%
+8,489
920
$218K ﹤0.01%
2,572
+1
921
$218K ﹤0.01%
+6,162
922
$218K ﹤0.01%
3,535
-2,697
923
$217K ﹤0.01%
1,332
-142
924
$217K ﹤0.01%
9,317
+2
925
$216K ﹤0.01%
5,974
+166
35 36
37
38 39