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
$2.07B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$29.9M
3
+$27.6M
4
CME icon
CME Group
CME
+$26.5M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$24.6M

Top Sells

1
+$2.31M
2
+$2.11M
3
+$788K
4
PFE icon
Pfizer
PFE
+$737K
5
XOM icon
Exxon Mobil
XOM
+$729K

Sector Composition

1 Healthcare 7.9%
2 Financials 6.55%
3 Technology 4.51%
4 Energy 1.66%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$472K 0.02%
2,284
+48
227
$470K 0.02%
5,733
-35
228
$469K 0.02%
6,120
-1,029
229
$468K 0.02%
+21,994
230
$467K 0.02%
1,767
-13
231
$466K 0.02%
9,304
+64
232
$464K 0.02%
17,410
233
$459K 0.02%
1,668
-1,829
234
$459K 0.02%
5,050
-440
235
$456K 0.02%
11,302
-1,799
236
$456K 0.02%
31,872
+356
237
$455K 0.02%
2,741
238
$454K 0.02%
6,361
-2,496
239
$453K 0.02%
11,698
-198
240
$453K 0.02%
7,326
+2,158
241
$447K 0.02%
7,691
242
$446K 0.02%
4,132
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243
$445K 0.02%
4,826
-1,248
244
$440K 0.02%
189,780
245
$439K 0.02%
21,866
+61
246
$438K 0.02%
17,802
+150
247
$436K 0.02%
2,565
248
$433K 0.02%
2,899
249
$433K 0.02%
4,050
+252
250
$431K 0.02%
6,919
8 9
10
11 12