FFM
Forum Financial Management Portfolio holdings
AUM
$7.31B
1-Year Est. Return
12.26%
1 Year Est. Return
+12.26%
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 | |
|---|---|---|---|---|---|---|
101
Pfizer
PFE
$146B
| $3M | 0.04% |
117,904
+37,820
|
|
||
102
Coca-Cola
KO
$303B
| $2.92M | 0.04% |
44,071
+2,275
|
|
||
103
RTX Corp
RTX
$271B
| $2.9M | 0.04% |
17,333
+505
|
|
||
104
IBM
IBM
$286B
| $2.81M | 0.04% |
9,965
+155
|
|
||
105
iShares National Muni Bond ETF
MUB
$42.1B
| $2.79M | 0.04% |
26,178
-4,824
|
|
||
106
ASML
ASML
$527B
| $2.75M | 0.04% |
2,839
+572
|
|
||
107
CenterPoint Energy
CNP
$25.9B
| $2.72M | 0.04% |
70,011
+11
|
|
||
108
Applovin
APP
$192B
| $2.71M | 0.04% |
3,771
+1
|
|
||
109
Ericsson
ERIC
$31.4B
| $2.7M | 0.04% |
326,980
+74,728
|
|
||
110
American Express
AXP
$251B
| $2.69M | 0.04% |
8,089
+145
|
|
||
111
Banco Santander
SAN
$180B
| $2.67M | 0.04% |
254,344
|
|
||
112
Avantis International Small Cap Value ETF
AVDV
$16.1B
| $2.66M | 0.04% |
29,859
+1,488
|
|
||
113
iShares S&P 500 Growth ETF
IVW
$66.9B
| $2.61M | 0.04% |
21,651
-105
|
|
||
114
Robinhood
HOOD
$97.8B
| $2.59M | 0.04% |
18,119
+122
|
|
||
115
Mizuho Financial
MFG
$106B
| $2.54M | 0.03% |
379,442
+25,931
|
|
||
116
iShares Russell 1000 ETF
IWB
$46.8B
| $2.46M | 0.03% |
6,719
|
|
||
117
Linde
LIN
$205B
| $2.45M | 0.03% |
5,161
+634
|
|
||
118
Shell
SHEL
$211B
| $2.45M | 0.03% |
34,259
-2
|
|
||
119
Bank of New York Mellon
BK
$83.5B
| $2.43M | 0.03% |
22,303
+1,350
|
|
||
120
UnitedHealth
UNH
$300B
| $2.43M | 0.03% |
7,027
-309
|
|
||
121
Philip Morris
PM
$270B
| $2.4M | 0.03% |
14,813
+141
|
|
||
122
ConocoPhillips
COP
$121B
| $2.33M | 0.03% |
24,585
+1,262
|
|
||
123
iShares Russell 1000 Value ETF
IWD
$71.6B
| $2.32M | 0.03% |
11,404
-971
|
|
||
124
UBS Group
UBS
$148B
| $2.31M | 0.03% |
56,404
+48
|
|
||
125
Salesforce
CRM
$213B
| $2.26M | 0.03% |
9,541
+381
|
|