FFM

Forum Financial Management Portfolio holdings

AUM $7.69B
1-Year Est. Return 18.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.69B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,064
New
Increased
Reduced
Closed

Top Buys

1
+$50.5M
2
+$40.2M
3
+$32M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$26.5M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$17.9M

Top Sells

1
+$5.15M
2
+$3.21M
3
+$3.16M
4
MU icon
Micron Technology
MU
+$2.74M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.68M

Sector Composition

1 Technology 4.14%
2 Healthcare 2.94%
3 Financials 2.65%
4 Communication Services 1.92%
5 Consumer Discretionary 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
126
UnitedHealth
UNH
$295B
$2.39M 0.03%
7,240
+213
IWD icon
127
iShares Russell 1000 Value ETF
IWD
$74.8B
$2.38M 0.03%
11,299
-105
DHR icon
128
Danaher
DHR
$138B
$2.36M 0.03%
10,318
+383
CB icon
129
Chubb
CB
$129B
$2.33M 0.03%
7,464
-30
PM icon
130
Philip Morris
PM
$246B
$2.26M 0.03%
14,077
-736
LMT icon
131
Lockheed Martin
LMT
$136B
$2.25M 0.03%
4,653
+184
CRM icon
132
Salesforce
CRM
$149B
$2.25M 0.03%
8,487
-1,054
CNQ icon
133
Canadian Natural Resources
CNQ
$89.7B
$2.2M 0.03%
64,965
-39
CME icon
134
CME Group
CME
$104B
$2.2M 0.03%
8,038
+6
UNP icon
135
Union Pacific
UNP
$149B
$2.19M 0.03%
9,484
+171
LIN icon
136
Linde
LIN
$228B
$2.19M 0.03%
5,136
-25
COP icon
137
ConocoPhillips
COP
$141B
$2.19M 0.03%
23,376
-1,209
MDT icon
138
Medtronic
MDT
$111B
$2.11M 0.03%
21,980
+101
SCHW icon
139
Charles Schwab
SCHW
$160B
$2.08M 0.03%
20,797
+77
GEV icon
140
GE Vernova
GEV
$270B
$2.07M 0.03%
3,172
+43
GILD icon
141
Gilead Sciences
GILD
$171B
$2.06M 0.03%
16,780
+14
HOOD icon
142
Robinhood
HOOD
$81.7B
$2.06M 0.03%
18,183
+64
KMI icon
143
Kinder Morgan
KMI
$71.2B
$2M 0.03%
72,845
+518
NEM icon
144
Newmont
NEM
$126B
$2M 0.03%
20,019
+34
QCOM icon
145
Qualcomm
QCOM
$145B
$1.99M 0.03%
11,660
-12
AVLV icon
146
Avantis US Large Cap Value ETF
AVLV
$11.1B
$1.94M 0.03%
25,625
-400
DFAU icon
147
Dimensional US Core Equity Market ETF
DFAU
$11.2B
$1.94M 0.03%
41,380
+4,953
GHC icon
148
Graham Holdings Company
GHC
$5.01B
$1.91M 0.02%
1,740
WBD icon
149
Warner Bros
WBD
$68.9B
$1.89M 0.02%
65,650
-605
IVE icon
150
iShares S&P 500 Value ETF
IVE
$48.7B
$1.87M 0.02%
8,826
+420
4 5
6
7 8