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
101
$3M 0.04%
117,904
+37,820
102
$2.92M 0.04%
44,071
+2,275
103
$2.9M 0.04%
17,333
+505
104
$2.81M 0.04%
9,965
+155
105
$2.79M 0.04%
26,178
-4,824
106
$2.75M 0.04%
2,839
+572
107
$2.72M 0.04%
70,011
+11
108
$2.71M 0.04%
3,771
+1
109
$2.7M 0.04%
326,980
+74,728
110
$2.69M 0.04%
8,089
+145
111
$2.67M 0.04%
254,344
112
$2.66M 0.04%
29,859
+1,488
113
$2.61M 0.04%
21,651
-105
114
$2.59M 0.04%
18,119
+122
115
$2.54M 0.03%
379,442
+25,931
116
$2.46M 0.03%
6,719
117
$2.45M 0.03%
5,161
+634
118
$2.45M 0.03%
34,259
-2
119
$2.43M 0.03%
22,303
+1,350
120
$2.43M 0.03%
7,027
-309
121
$2.4M 0.03%
14,813
+141
122
$2.33M 0.03%
24,585
+1,262
123
$2.32M 0.03%
11,404
-971
124
$2.31M 0.03%
56,404
+48
125
$2.26M 0.03%
9,541
+381
3 4
5
6 7