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
$7.69B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$50.5M
2
+$40.2M
3
+$32M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$26.5M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$17.9M

Top Sells

1
+$5.15M
2
+$3.21M
3
+$3.16M
4
MU icon
Micron Technology
MU
+$2.74M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.68M

Sector Composition

1 Technology 4.14%
2 Healthcare 2.94%
3 Financials 2.65%
4 Communication Services 1.92%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCI icon
901
Service Corp International
SCI
$11B
$225K ﹤0.01%
2,892
VBR icon
902
Vanguard Small-Cap Value ETF
VBR
$34.8B
$225K ﹤0.01%
1,064
BZAI
903
Blaize Holdings
BZAI
$284M
$225K ﹤0.01%
115,488
PIPR icon
904
Piper Sandler
PIPR
$5.74B
$225K ﹤0.01%
2,644
HAS icon
905
Hasbro
HAS
$13.4B
$224K ﹤0.01%
+2,736
RVTY icon
906
Revvity
RVTY
$10.3B
$224K ﹤0.01%
2,317
-964
POST icon
907
Post Holdings
POST
$4.97B
$224K ﹤0.01%
2,261
+30
HOMB icon
908
Home BancShares
HOMB
$5.39B
$224K ﹤0.01%
8,050
+9
PUK icon
909
Prudential
PUK
$37.8B
$223K ﹤0.01%
7,182
CNO icon
910
CNO Financial Group
CNO
$4.27B
$223K ﹤0.01%
5,247
-6
LMND icon
911
Lemonade
LMND
$4.39B
$222K ﹤0.01%
+3,125
SCHM icon
912
Schwab US Mid-Cap ETF
SCHM
$14.5B
$222K ﹤0.01%
7,396
+120
TDS icon
913
Telephone and Data Systems
TDS
$5.17B
$222K ﹤0.01%
5,423
AWI icon
914
Armstrong World Industries
AWI
$7.02B
$222K ﹤0.01%
1,161
GMED icon
915
Globus Medical
GMED
$12.2B
$222K ﹤0.01%
+2,538
NTNX icon
916
Nutanix
NTNX
$11.7B
$222K ﹤0.01%
4,286
+108
P
917
Everpure Inc
P
$24.8B
$221K ﹤0.01%
3,297
-160
RIOT icon
918
Riot Platforms
RIOT
$7.7B
$221K ﹤0.01%
17,420
EQH icon
919
Equitable Holdings
EQH
$12.4B
$220K ﹤0.01%
4,622
-399
MHK icon
920
Mohawk Industries
MHK
$5.94B
$220K ﹤0.01%
2,011
HPQ icon
921
HP
HPQ
$19.3B
$219K ﹤0.01%
9,832
+37
IYW icon
922
iShares US Technology ETF
IYW
$22.1B
$219K ﹤0.01%
+1,096
ASB icon
923
Associated Banc-Corp
ASB
$5.37B
$219K ﹤0.01%
8,489
SSII
924
SS Innovations International
SSII
$781M
$219K ﹤0.01%
38,469
-15,000
MIR icon
925
Mirion Technologies
MIR
$4.93B
$218K ﹤0.01%
9,317
35 36
37
38 39