FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.01B
AUM Growth
+$481M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$14.7M
3
+$13.9M
4
CBOE icon
Cboe Global Markets
CBOE
+$11.2M
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$10.7M

Top Sells

1
+$22.8M
2
+$1.9M
3
+$1.61M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.55M
5
PLTR icon
Palantir
PLTR
+$1.11M

Sector Composition

1 Technology 3.34%
2 Healthcare 3.15%
3 Financials 2.34%
4 Consumer Discretionary 1.15%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.74M 0.05%
23,822
77
$2.68M 0.04%
6,976
+152
78
$2.68M 0.04%
37,247
+2,262
79
$2.62M 0.04%
11,890
+38
80
$2.61M 0.04%
4,471
-5
81
$2.47M 0.04%
112,115
+2,391
82
$2.46M 0.04%
9,901
+5
83
$2.44M 0.04%
3,446
-48
84
$2.44M 0.04%
12,955
+543
85
$2.44M 0.04%
193,123
86
$2.43M 0.04%
8,839
+204
87
$2.41M 0.04%
57,811
-485
88
$2.41M 0.04%
6,153
-57
89
$2.35M 0.04%
24,438
+787
90
$2.32M 0.04%
69,966
+116
91
$2.32M 0.04%
8,468
+28
92
$2.25M 0.04%
13,223
-415
93
$2.2M 0.04%
49,046
+7,911
94
$2.2M 0.04%
9,745
-381
95
$2.19M 0.04%
37,948
+26
96
$2.18M 0.04%
4,468
+307
97
$2.15M 0.04%
6,836
-13
98
$2.12M 0.04%
49,041
-29
99
$2.11M 0.04%
22,039
-63
100
$2.1M 0.04%
31,888
+305
2 3
4
5 6