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
$6.04B
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,008
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.3M
3
+$21.4M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10M

Top Sells

1
+$7.11M
2
+$7M
3
+$6.46M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$5.72M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$4.64M

Sector Composition

1 Technology 4.01%
2 Healthcare 3.32%
3 Financials 2.66%
4 Communication Services 1.5%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.23M 0.05%
32,745
+742
77
$3.21M 0.05%
44,778
-1,630
78
$3.2M 0.05%
1,663
+289
79
$3.11M 0.05%
68,547
-5,929
80
$3.1M 0.05%
3,326
+62
81
$3M 0.05%
40,916
82
$2.99M 0.05%
9,575
-319
83
$2.86M 0.05%
57,602
-74,973
84
$2.81M 0.05%
10,477
-66
85
$2.75M 0.05%
20,785
+1,765
86
$2.75M 0.05%
108,375
-6,875
87
$2.73M 0.05%
24,519
-34
88
$2.68M 0.04%
7,235
+246
89
$2.65M 0.04%
104,496
+7,851
90
$2.63M 0.04%
30,318
-221
91
$2.62M 0.04%
13,933
-1,037
92
$2.59M 0.04%
42,037
+869
93
$2.54M 0.04%
70,000
94
$2.49M 0.04%
43,317
95
$2.46M 0.04%
4,496
-230
96
$2.44M 0.04%
4,447
+143
97
$2.41M 0.04%
22,981
-68
98
$2.41M 0.04%
26,811
-5,394
99
$2.37M 0.04%
7,177
+129
100
$2.33M 0.04%
11,640
-727
2 3
4
5 6