FFM
Forum Financial Management Portfolio holdings
AUM
$7.69B
1-Year Est. Return
18.02%
This Fund
S&P 500
1 Year Est. Return
+18.02%
AUM
$7.31B
AUM Growth
+$733M
(+11%)
Holding
1,061
Top Buys
| 1 | +$57M | |
| 2 | +$55.8M | |
| 3 | +$44M | |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$35.3M |
| 5 |
Dimensional Global Real Estate ETF
DFGR
|
+$25.5M |
Top Sells
| 1 | +$65.9M | |
| 2 | +$2.5M | |
| 3 | +$1.41M | |
| 4 |
Avantis US Equity ETF
AVUS
|
+$922K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1051
Campbell Soup
CPB
$8.04B
| – | – |
-9,851
|
|
||
1052
Cooper Companies
COO
$15.8B
| – | – |
-4,913
|
|
||
1053
Core & Main
CNM
$10.4B
| – | – |
-3,580
|
|
||
1054
Canadian National Railway
CNI
$60.7B
| – | – |
-2,143
|
|
||
1055
Centene
CNC
$20.6B
| – | – |
-8,791
|
|
||
1056
Conagra Brands
CAG
$8.46B
| – | – |
-11,052
|
|
||
1057
Broadridge
BR
$23.9B
| – | – |
-833
|
|
||
|
AZEK
1058
DELISTED
The AZEK Co
AZEK
| – | – |
-5,963
|
|
||
1059
Arm
ARM
$117B
| – | – |
-1,311
|
|
||
|
ANSS
1060
DELISTED
Ansys
ANSS
| – | – |
-1,132
|
|
||
1061
Akamai
AKAM
$14.7B
| – | – |
-4,206
|
|