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
151
$1.52M 0.03%
8,440
-130
152
$1.51M 0.03%
7,332
-2,810
153
$1.51M 0.03%
2,978
-6
154
$1.51M 0.02%
25,222
-882
155
$1.5M 0.02%
5,637
-4
156
$1.5M 0.02%
8,670
+2,563
157
$1.5M 0.02%
4,552
-100
158
$1.48M 0.02%
10,895
-502
159
$1.48M 0.02%
4,732
+86
160
$1.48M 0.02%
9,846
-442
161
$1.47M 0.02%
54,016
162
$1.45M 0.02%
1,535
-16
163
$1.44M 0.02%
63,613
-18,286
164
$1.42M 0.02%
+16,297
165
$1.42M 0.02%
9,968
+62
166
$1.4M 0.02%
36,409
+110
167
$1.39M 0.02%
17,760
-1,876
168
$1.36M 0.02%
11,561
+7
169
$1.36M 0.02%
13,448
+112
170
$1.35M 0.02%
6,966
+464
171
$1.29M 0.02%
+17,558
172
$1.29M 0.02%
5,439
-29
173
$1.25M 0.02%
20,807
-739
174
$1.24M 0.02%
+2,856
175
$1.22M 0.02%
25,260
-30,681
5 6
7
8 9