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
251
$498K 0.03%
+6,560
252
$496K 0.03%
+46,998
253
$494K 0.03%
+729
254
$491K 0.03%
+6,589
255
$489K 0.03%
+11,500
256
$487K 0.03%
+5,021
257
$487K 0.03%
+3,663
258
$486K 0.03%
+1,312
259
$485K 0.02%
+2,349
260
$482K 0.02%
+1,938
261
$479K 0.02%
+758
262
$479K 0.02%
+1,838
263
$475K 0.02%
+6,989
264
$475K 0.02%
+21,805
265
$474K 0.02%
+7,788
266
$468K 0.02%
+4,663
267
$462K 0.02%
+8,378
268
$462K 0.02%
+6,382
269
$461K 0.02%
+4,963
270
$461K 0.02%
+7,838
271
$461K 0.02%
+2,282
272
$458K 0.02%
+9,696
273
$458K 0.02%
+20,867
274
$453K 0.02%
+1,192
275
$453K 0.02%
+2,163
9 10
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