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
176
$1.1M 0.02%
8,455
+5
177
$1.1M 0.02%
9,081
-69
178
$1.08M 0.02%
298,600
+12,600
179
$1.08M 0.02%
6,208
+717
180
$1.07M 0.02%
5,634
-290
181
$1.06M 0.02%
4,035
+1
182
$1.05M 0.02%
3,532
+20
183
$1.05M 0.02%
6,152
-148
184
$1.04M 0.02%
204,695
185
$1.03M 0.02%
10,415
+52
186
$1M 0.02%
4,282
-100
187
$991K 0.02%
8,861
-175
188
$982K 0.02%
11,715
-9
189
$974K 0.02%
7,409
-153
190
$973K 0.02%
5,262
-13
191
$966K 0.02%
1,966
+35
192
$965K 0.02%
7,853
-276
193
$962K 0.02%
8,214
-515
194
$958K 0.02%
9,836
+292
195
$936K 0.02%
1,893
+2
196
$933K 0.02%
8,344
+7
197
$926K 0.02%
5,154
-4
198
$913K 0.02%
12,395
+5
199
$902K 0.02%
18,778
-90
200
$901K 0.02%
5,929
+634
6 7
8
9 10