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
201
$1.25M 0.02%
6,471
+9
202
$1.24M 0.02%
6,255
+116
203
$1.23M 0.02%
20,135
+726
204
$1.23M 0.02%
8,254
+2,730
205
$1.2M 0.02%
10,719
+1,440
206
$1.19M 0.02%
6,076
-6
207
$1.19M 0.02%
4,727
-10
208
$1.19M 0.02%
14,418
+811
209
$1.17M 0.02%
2,624
+495
210
$1.17M 0.02%
6,170
+625
211
$1.17M 0.02%
15,184
-1,013
212
$1.15M 0.02%
43,630
-139
213
$1.15M 0.02%
2,779
-106
214
$1.14M 0.02%
17,045
+1,906
215
$1.14M 0.02%
2,347
+27
216
$1.14M 0.02%
1,472
-28
217
$1.13M 0.02%
15,364
+863
218
$1.11M 0.02%
4,716
+179
219
$1.09M 0.01%
5,825
+1,236
220
$1.09M 0.01%
23,758
+3,703
221
$1.08M 0.01%
13,483
222
$1.07M 0.01%
7,626
-2,884
223
$1.07M 0.01%
30,556
+1,733
224
$1.05M 0.01%
69,905
+13,311
225
$1.05M 0.01%
1,385
+115
7 8
9
10 11