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
951
$208K ﹤0.01%
5,253
+1
952
$207K ﹤0.01%
+3,047
953
$207K ﹤0.01%
+7,074
954
$207K ﹤0.01%
5,557
+9
955
$207K ﹤0.01%
23,209
+20
956
$207K ﹤0.01%
+2,565
957
$207K ﹤0.01%
+1,675
958
$206K ﹤0.01%
+4,002
959
$206K ﹤0.01%
4,659
+14
960
$206K ﹤0.01%
+2,734
961
$205K ﹤0.01%
+2,423
962
$205K ﹤0.01%
+1,836
963
$205K ﹤0.01%
985
-192
964
$205K ﹤0.01%
+1,973
965
$205K ﹤0.01%
+4,845
966
$204K ﹤0.01%
+3,865
967
$204K ﹤0.01%
+1,230
968
$204K ﹤0.01%
+3,029
969
$203K ﹤0.01%
+3,873
970
$202K ﹤0.01%
+8,203
971
$202K ﹤0.01%
+918
972
$202K ﹤0.01%
519
-1
973
$201K ﹤0.01%
+4,177
974
$201K ﹤0.01%
+2,742
975
$201K ﹤0.01%
+7,182
37 38
39
40 41