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
251
$450K 0.02%
2,899
-152
252
$447K 0.02%
2,565
-37
253
$445K 0.02%
9,396
+727
254
$445K 0.02%
10,560
+495
255
$443K 0.02%
11,896
+396
256
$443K 0.02%
18,600
257
$435K 0.02%
2,570
+216
258
$433K 0.02%
5,902
+2,744
259
$429K 0.02%
9,424
+206
260
$426K 0.02%
4,946
+914
261
$425K 0.02%
11,919
+2,223
262
$424K 0.02%
+7,500
263
$421K 0.02%
2,391
+199
264
$421K 0.02%
18,739
265
$417K 0.02%
9,165
-38
266
$412K 0.02%
5,168
+70
267
$411K 0.02%
8,576
+1,372
268
$411K 0.02%
31,516
269
$409K 0.02%
15,866
270
$409K 0.02%
21,805
271
$408K 0.02%
+3,258
272
$408K 0.02%
11,520
273
$407K 0.02%
8,620
274
$406K 0.02%
2,335
-1,048
275
$405K 0.02%
2,616
+1,380
9 10
11
12 13