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
201
$1.03M 0.02%
8,031
-49
202
$1.03M 0.02%
4,413
-25
203
$1.03M 0.02%
4,206
+771
204
$1.02M 0.02%
194,474
+2,904
205
$1.02M 0.02%
+5,064
206
$1.02M 0.02%
2,094
+246
207
$1.01M 0.02%
5,649
-3
208
$1.01M 0.02%
10,152
+2,855
209
$1M 0.02%
+5,870
210
$1M 0.02%
3,276
-103
211
$1M 0.02%
3,774
-2
212
$994K 0.02%
2,006
+7
213
$986K 0.02%
10,390
214
$978K 0.02%
6,994
-1,173
215
$968K 0.02%
1,891
+392
216
$961K 0.02%
1,565
+115
217
$961K 0.02%
70,543
218
$947K 0.02%
5,469
+1,102
219
$941K 0.02%
7,618
+132
220
$928K 0.02%
14,218
-294
221
$926K 0.02%
47,283
222
$920K 0.02%
19,557
-545
223
$899K 0.01%
16,983
+4
224
$894K 0.01%
+26,451
225
$891K 0.01%
28,823
7 8
9
10 11