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
$6.01B
AUM Growth
+$481M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$14.7M
3
+$13.9M
4
CBOE icon
Cboe Global Markets
CBOE
+$11.2M
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$10.7M

Top Sells

1
+$22.8M
2
+$1.9M
3
+$1.61M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.55M
5
PLTR icon
Palantir
PLTR
+$1.11M

Sector Composition

1 Technology 3.34%
2 Healthcare 3.15%
3 Financials 2.34%
4 Consumer Discretionary 1.15%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.1M 0.03%
8,519
+13
102
$2.06M 0.03%
70,000
103
$2.03M 0.03%
16,313
104
$2.03M 0.03%
1,198
105
$2.03M 0.03%
32,707
+68
106
$2M 0.03%
19,161
+134
107
$1.99M 0.03%
3,835
+31
108
$1.98M 0.03%
123,597
+1,035
109
$1.98M 0.03%
4,004
-134
110
$1.97M 0.03%
18,679
-246
111
$1.92M 0.03%
3,890
+59
112
$1.91M 0.03%
18,025
-805
113
$1.85M 0.03%
9,143
+53
114
$1.84M 0.03%
9,679
+131
115
$1.82M 0.03%
2,182
+26
116
$1.79M 0.03%
6,591
+1
117
$1.79M 0.03%
10,511
-1,008
118
$1.78M 0.03%
61,644
-3,917
119
$1.75M 0.03%
90,600
-65
120
$1.74M 0.03%
56,356
121
$1.73M 0.03%
73,610
+7,501
122
$1.71M 0.03%
3,593
-1
123
$1.69M 0.03%
8,585
124
$1.69M 0.03%
31,788
-499
125
$1.68M 0.03%
6,399
+74
3 4
5
6 7