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
$1.94B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$727M
2
+$220M
3
+$209M
4
AMGN icon
Amgen
AMGN
+$106M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$71M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.96%
2 Technology 7.08%
3 Financials 4.56%
4 Consumer Discretionary 2.41%
5 Communication Services 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$539K 0.03%
+3,066
227
$529K 0.03%
+3,046
228
$527K 0.03%
+9,285
229
$525K 0.03%
+2,361
230
$524K 0.03%
+1,066
231
$524K 0.03%
+2,319
232
$522K 0.03%
+10,672
233
$521K 0.03%
+4,807
234
$520K 0.03%
+5,938
235
$520K 0.03%
+11,055
236
$520K 0.03%
+10,514
237
$519K 0.03%
+1,680
238
$516K 0.03%
+3,198
239
$514K 0.03%
+18,600
240
$513K 0.03%
+22,169
241
$513K 0.03%
+27,258
242
$510K 0.03%
+4,386
243
$510K 0.03%
+1,578
244
$509K 0.03%
+31,516
245
$508K 0.03%
+13,633
246
$507K 0.03%
+1,151
247
$504K 0.03%
+10,639
248
$502K 0.03%
+13,972
249
$498K 0.03%
+7,366
250
$498K 0.03%
+6,889
8 9
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