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
1
$1.29B 21.44%
37,580,449
+250,182
2
$780M 12.98%
7,137,470
+217,762
3
$489M 8.13%
8,783,379
+154,338
4
$444M 7.39%
15,774,309
+521,068
5
$438M 7.29%
15,566,049
+493,339
6
$406M 6.75%
14,062,260
+269,488
7
$292M 4.86%
5,301,763
+194,495
8
$233M 3.88%
6,842,864
+160,574
9
$180M 3%
6,210,552
+188,565
10
$166M 2.77%
6,009,122
+218,714
11
$113M 1.88%
350,373
-451
12
$76.3M 1.27%
1,226,518
-24,969
13
$70.9M 1.18%
304,477
-3,248
14
$51M 0.85%
1,222,203
-38,664
15
$35.8M 0.6%
1,326,223
+26,187
16
$34.1M 0.57%
643,392
+36,316
17
$28.3M 0.47%
260,100
-4,112
18
$22.6M 0.38%
39,424
-1,716
19
$21.5M 0.36%
49,945
+919
20
$21.5M 0.36%
799,532
21
$20.1M 0.33%
540,040
-29,801
22
$19.3M 0.32%
103,597
+5,744
23
$19.2M 0.32%
1,234,213
-1,464,782
24
$18M 0.3%
148,241
+3,363
25
$16.9M 0.28%
80,159
-1,052
1
2 3 4 5