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
926
$216K ﹤0.01%
+4,061
927
$216K ﹤0.01%
+7,276
928
$215K ﹤0.01%
+1,283
929
$214K ﹤0.01%
+1,733
930
$214K ﹤0.01%
2,825
-1,181
931
$214K ﹤0.01%
+9,102
932
$213K ﹤0.01%
+1,897
933
$213K ﹤0.01%
+5,423
934
$212K ﹤0.01%
+7,612
935
$212K ﹤0.01%
2,255
+6
936
$212K ﹤0.01%
5,521
+1
937
$212K ﹤0.01%
+2,885
938
$212K ﹤0.01%
6,127
+1
939
$211K ﹤0.01%
5,044
+1
940
$210K ﹤0.01%
1,115
-50
941
$210K ﹤0.01%
+254
942
$210K ﹤0.01%
2,025
+1
943
$210K ﹤0.01%
+2,385
944
$210K ﹤0.01%
+749
945
$210K ﹤0.01%
18,662
+2,683
946
$209K ﹤0.01%
18,067
+2,074
947
$208K ﹤0.01%
+2,461
948
$208K ﹤0.01%
+7,325
949
$208K ﹤0.01%
+1,302
950
$208K ﹤0.01%
21,005
-11,353
36 37
38
39 40