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
151
$1.74M 0.02%
8,406
+194
152
$1.71M 0.02%
54,499
-4,523
153
$1.7M 0.02%
20,151
+500
154
$1.68M 0.02%
19,985
+3
155
$1.67M 0.02%
36,427
+25
156
$1.62M 0.02%
3,338
+240
157
$1.62M 0.02%
6,577
+557
158
$1.6M 0.02%
35,920
-4,954
159
$1.59M 0.02%
21,897
160
$1.59M 0.02%
28,594
+4,567
161
$1.57M 0.02%
5,364
+6
162
$1.55M 0.02%
15,607
-40
163
$1.54M 0.02%
6,231
+1,065
164
$1.53M 0.02%
20,287
+3,762
165
$1.52M 0.02%
24,051
+1,701
166
$1.51M 0.02%
5,253
+334
167
$1.51M 0.02%
2
168
$1.51M 0.02%
6,984
-10
169
$1.5M 0.02%
102,334
+10,400
170
$1.5M 0.02%
6,089
+307
171
$1.49M 0.02%
10,613
-113
172
$1.49M 0.02%
8,694
+1,519
173
$1.48M 0.02%
7,928
-201
174
$1.47M 0.02%
3,967
+1,117
175
$1.47M 0.02%
15,021
+2,459
5 6
7
8 9