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
76
$3.87M 0.05%
35,636
-8,480
77
$3.8M 0.05%
4,772
+545
78
$3.78M 0.05%
17,770
+858
79
$3.72M 0.05%
215,371
-14,516
80
$3.72M 0.05%
62,095
-4,884
81
$3.65M 0.05%
12,017
+1,995
82
$3.63M 0.05%
45,414
+120
83
$3.6M 0.05%
7,552
+151
84
$3.51M 0.05%
209,587
85
$3.41M 0.05%
118,617
+8,300
86
$3.38M 0.05%
30,628
+8,890
87
$3.38M 0.05%
33,320
+1,778
88
$3.37M 0.05%
2,016
89
$3.37M 0.05%
40,909
-8,121
90
$3.37M 0.05%
11,195
-182
91
$3.33M 0.05%
94,166
92
$3.32M 0.05%
48,572
+2,528
93
$3.3M 0.05%
98,370
+41,326
94
$3.28M 0.04%
74,539
+5,675
95
$3.27M 0.04%
69,279
+12,250
96
$3.16M 0.04%
24,607
97
$3.14M 0.04%
44,246
98
$3.06M 0.04%
18,924
+1,878
99
$3.03M 0.04%
5,333
+488
100
$3.02M 0.04%
5,035
+65
2 3
4
5 6