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
126
$1.84M 0.03%
13,169
-900
127
$1.83M 0.03%
10,694
+4,640
128
$1.81M 0.03%
18,447
+308
129
$1.79M 0.03%
+6,648
130
$1.79M 0.03%
62,579
-795
131
$1.78M 0.03%
+27,359
132
$1.78M 0.03%
42,417
-6,445
133
$1.72M 0.03%
257,032
134
$1.72M 0.03%
+20,499
135
$1.7M 0.03%
114,324
136
$1.67M 0.03%
18,622
+5,880
137
$1.67M 0.03%
1,740
138
$1.65M 0.03%
23,741
-156
139
$1.64M 0.03%
10,653
+3,236
140
$1.62M 0.03%
6,291
141
$1.61M 0.03%
+5,474
142
$1.61M 0.03%
7,860
-342
143
$1.6M 0.03%
+2
144
$1.59M 0.03%
3,198
+6
145
$1.57M 0.03%
26,597
+1,416
146
$1.57M 0.03%
8,212
-276
147
$1.56M 0.03%
+5,107
148
$1.55M 0.03%
4,041
-211
149
$1.52M 0.03%
5,375
+57
150
$1.52M 0.03%
+35,354
4 5
6
7 8