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
201
$893K 0.01%
1,691
+404
202
$891K 0.01%
12,162
-11
203
$886K 0.01%
11,374
+2
204
$878K 0.01%
3,519
+2
205
$871K 0.01%
7,411
+3
206
$871K 0.01%
9,072
+132
207
$864K 0.01%
3,388
+220
208
$851K 0.01%
24,109
+13
209
$847K 0.01%
806
-1
210
$840K 0.01%
1,330
-7
211
$838K 0.01%
6,209
+1
212
$837K 0.01%
8,363
213
$835K 0.01%
1,795
-4
214
$835K 0.01%
2,147
+2
215
$830K 0.01%
8,282
+3
216
$826K 0.01%
28,364
+38
217
$822K 0.01%
16,097
+2,730
218
$815K 0.01%
19,570
+20
219
$815K 0.01%
19,417
+329
220
$792K 0.01%
4,130
+64
221
$790K 0.01%
4,353
+7
222
$789K 0.01%
10,941
-43
223
$788K 0.01%
17,463
-286
224
$778K 0.01%
42,816
225
$777K 0.01%
5,191
-2
7 8
9
10 11