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
126
$1.65M 0.03%
5,920
+9
127
$1.64M 0.03%
24,514
+3,231
128
$1.64M 0.03%
34,780
-2,901
129
$1.63M 0.03%
94,166
130
$1.63M 0.03%
13,424
+104
131
$1.62M 0.03%
22,565
-45
132
$1.62M 0.03%
11,383
+1,023
133
$1.6M 0.03%
4,519
-161
134
$1.58M 0.03%
25,249
-1,245
135
$1.56M 0.03%
18,658
+24
136
$1.55M 0.03%
4,482
-3
137
$1.52M 0.03%
14,641
-271
138
$1.52M 0.03%
15,370
-1
139
$1.5M 0.02%
6,764
-535
140
$1.47M 0.02%
2,826
+117
141
$1.45M 0.02%
36,441
+1
142
$1.41M 0.02%
44,457
+587
143
$1.37M 0.02%
11,527
+80
144
$1.36M 0.02%
8,377
-27
145
$1.36M 0.02%
2,201
-37
146
$1.36M 0.02%
6,584
-7
147
$1.34M 0.02%
4,041
-28
148
$1.32M 0.02%
4,561
149
$1.29M 0.02%
2,505
150
$1.29M 0.02%
6,665
4 5
6
7 8