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
976
$200K ﹤0.01%
+1,506
977
$197K ﹤0.01%
21,653
+1,567
978
$194K ﹤0.01%
14,557
+2,112
979
$190K ﹤0.01%
+14,225
980
$189K ﹤0.01%
+15,520
981
$173K ﹤0.01%
34,039
982
$169K ﹤0.01%
13,047
983
$162K ﹤0.01%
+12,903
984
$151K ﹤0.01%
+10,388
985
$150K ﹤0.01%
13,735
+3,259
986
$145K ﹤0.01%
17,998
987
$141K ﹤0.01%
17,657
988
$138K ﹤0.01%
60,501
+36,233
989
$135K ﹤0.01%
12,058
990
$130K ﹤0.01%
10,300
991
$114K ﹤0.01%
37,237
+2,990
992
$104K ﹤0.01%
14,836
993
$96K ﹤0.01%
12,035
994
$83.1K ﹤0.01%
+10,283
995
$82.5K ﹤0.01%
26,518
996
$79K ﹤0.01%
15,000
997
$69.9K ﹤0.01%
18,259
-93
998
$63.1K ﹤0.01%
11,831
-3
999
$61.1K ﹤0.01%
1,227
1000
$60.7K ﹤0.01%
10,034
+2
38 39
40
41 42