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
176
$1.17M 0.02%
3,154
+699
177
$1.17M 0.02%
4,428
+39
178
$1.17M 0.02%
5,288
+16
179
$1.15M 0.02%
36,870
+135
180
$1.14M 0.02%
18,729
+1,845
181
$1.14M 0.02%
7,816
-513
182
$1.14M 0.02%
5,368
+92
183
$1.12M 0.02%
23,467
-14,626
184
$1.11M 0.02%
9,589
+1,023
185
$1.11M 0.02%
6,295
-70
186
$1.11M 0.02%
22,150
+17,980
187
$1.1M 0.02%
4,052
-43
188
$1.1M 0.02%
16,978
+371
189
$1.09M 0.02%
16,035
-2,251
190
$1.08M 0.02%
+9,748
191
$1.08M 0.02%
13,456
+42
192
$1.07M 0.02%
+12,319
193
$1.07M 0.02%
+7,362
194
$1.07M 0.02%
73,520
-36
195
$1.06M 0.02%
25,081
+239
196
$1.04M 0.02%
24,410
-7,957
197
$1.04M 0.02%
9,348
-20
198
$1.04M 0.02%
1,540
-366
199
$1.03M 0.02%
8,477
+666
200
$1.03M 0.02%
10,596
+735
6 7
8
9 10