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
151
$1.29M 0.02%
10,622
-359
152
$1.29M 0.02%
33,578
-6,195
153
$1.27M 0.02%
5,098
-15
154
$1.26M 0.02%
4,967
+6
155
$1.26M 0.02%
8,203
-87
156
$1.25M 0.02%
6,326
+840
157
$1.25M 0.02%
25,075
-152
158
$1.23M 0.02%
8,614
+745
159
$1.22M 0.02%
1,285
+2
160
$1.21M 0.02%
26,801
161
$1.21M 0.02%
54,639
+131
162
$1.2M 0.02%
4,439
-76
163
$1.2M 0.02%
13,296
-460
164
$1.18M 0.02%
37,215
+428
165
$1.18M 0.02%
4,270
-807
166
$1.18M 0.02%
5,111
+534
167
$1.16M 0.02%
25,483
+12
168
$1.16M 0.02%
5,629
-7
169
$1.16M 0.02%
17,129
170
$1.15M 0.02%
7,437
+26
171
$1.14M 0.02%
18,203
-40
172
$1.14M 0.02%
273,134
173
$1.12M 0.02%
17,300
-148
174
$1.11M 0.02%
13,467
-262
175
$1.1M 0.02%
17,098
+3,493
5 6
7
8 9