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
$6.04B
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,008
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$70.3M
3
+$21.4M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$10M

Top Sells

1
+$7.11M
2
+$7M
3
+$6.46M
4
DIHP icon
Dimensional International High Profitability ETF
DIHP
+$5.72M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$4.64M

Sector Composition

1 Technology 4.01%
2 Healthcare 3.32%
3 Financials 2.66%
4 Communication Services 1.5%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.33M 0.04%
21,068
-10,116
102
$2.31M 0.04%
+24,967
103
$2.29M 0.04%
81,484
+32,194
104
$2.26M 0.04%
14,235
+1,379
105
$2.25M 0.04%
4,805
-530
106
$2.24M 0.04%
94,166
107
$2.19M 0.04%
117,901
-8,493
108
$2.16M 0.04%
69,972
109
$2.15M 0.04%
30,257
-81
110
$2.13M 0.04%
274,585
111
$2.1M 0.03%
6,836
+117
112
$2.09M 0.03%
68,105
113
$2.05M 0.03%
8,231
-39
114
$2.05M 0.03%
6,775
-13
115
$2.02M 0.03%
21,768
-50
116
$2.01M 0.03%
4,497
-14
117
$2.01M 0.03%
364,094
118
$1.99M 0.03%
+28,603
119
$1.98M 0.03%
8,378
-429
120
$1.97M 0.03%
4,240
+82
121
$1.97M 0.03%
7,438
-39
122
$1.95M 0.03%
52,963
-7,186
123
$1.95M 0.03%
+18,958
124
$1.93M 0.03%
17,239
-6,286
125
$1.85M 0.03%
2,786
-3
3 4
5
6 7