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
176
$1.46M 0.02%
4,148
-156
177
$1.45M 0.02%
28,596
+816
178
$1.44M 0.02%
9,983
+353
179
$1.43M 0.02%
21,603
-343
180
$1.42M 0.02%
17,353
-160
181
$1.42M 0.02%
10,953
+955
182
$1.42M 0.02%
18,537
+381
183
$1.38M 0.02%
5,781
+73
184
$1.37M 0.02%
14,013
+1,731
185
$1.37M 0.02%
6,808
+390
186
$1.36M 0.02%
70,543
187
$1.33M 0.02%
11,880
+2,073
188
$1.33M 0.02%
27,508
+1,784
189
$1.32M 0.02%
1,940
+395
190
$1.32M 0.02%
36,228
+19
191
$1.32M 0.02%
9,034
-219
192
$1.31M 0.02%
13,338
-570
193
$1.31M 0.02%
42,418
+3,826
194
$1.3M 0.02%
4,659
+226
195
$1.3M 0.02%
4,257
+325
196
$1.3M 0.02%
10,428
+268
197
$1.29M 0.02%
66,255
-509
198
$1.28M 0.02%
49,034
-23
199
$1.28M 0.02%
9,377
+1,034
200
$1.26M 0.02%
2,060
+499
6 7
8
9 10