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
126
$2.23M 0.03%
4,469
-28
127
$2.2M 0.03%
9,313
+207
128
$2.17M 0.03%
8,032
+1
129
$2.12M 0.03%
7,494
+4
130
$2.1M 0.03%
14,902
-2,346
131
$2.08M 0.03%
21,879
+1,520
132
$2.08M 0.03%
65,004
+189
133
$2.07M 0.03%
10,098
+2,495
134
$2.05M 0.03%
1,740
135
$2.05M 0.03%
72,327
+6,674
136
$1.98M 0.03%
20,720
+1,378
137
$1.97M 0.03%
9,935
-265
138
$1.94M 0.03%
11,672
+4,560
139
$1.93M 0.03%
1,653
+208
140
$1.92M 0.03%
3,129
-47
141
$1.91M 0.03%
22,702
+304
142
$1.88M 0.03%
26,025
-1,335
143
$1.86M 0.03%
16,766
-479
144
$1.82M 0.02%
9,908
+1,521
145
$1.8M 0.02%
4,804
+214
146
$1.8M 0.02%
5,832
147
$1.78M 0.02%
5,912
+673
148
$1.76M 0.02%
6,440
+572
149
$1.75M 0.02%
101,960
-17,685
150
$1.75M 0.02%
8,096
+1,616
4 5
6
7 8