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
$1.99B
AUM Growth
-$87.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$42.8M
3
+$39.5M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$12.4M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$8.12M

Top Sells

1
+$1.58M
2
+$1.1M
3
+$1.09M
4
INTC icon
Intel
INTC
+$920K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$885K

Sector Composition

1 Healthcare 8.96%
2 Financials 6.1%
3 Technology 5.02%
4 Energy 1.78%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$525K 0.03%
5,768
+26
227
$521K 0.03%
3,270
+1,535
228
$519K 0.03%
2,471
+209
229
$519K 0.03%
5,490
+394
230
$519K 0.03%
6,529
-546
231
$519K 0.03%
7,430
+3,679
232
$518K 0.03%
5,812
+1,620
233
$513K 0.03%
1,095
-55
234
$506K 0.03%
17,410
-749
235
$503K 0.03%
2,273
+300
236
$498K 0.03%
9,201
+621
237
$498K 0.03%
3,954
+45
238
$495K 0.02%
3,623
-997
239
$487K 0.02%
+36,269
240
$484K 0.02%
5,309
+2,013
241
$483K 0.02%
9,240
-569
242
$482K 0.02%
4,046
+19
243
$469K 0.02%
3,945
244
$469K 0.02%
4,661
245
$468K 0.02%
4,327
+134
246
$467K 0.02%
11,579
-73
247
$465K 0.02%
16,094
+4,512
248
$461K 0.02%
2,236
249
$459K 0.02%
6,879
+192
250
$451K 0.02%
2,287
-428
8 9
10
11 12