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
251
$430K 0.02%
5,380
+67
252
$430K 0.02%
1,972
+169
253
$429K 0.02%
9,424
254
$429K 0.02%
2,604
+34
255
$426K 0.02%
11,508
-71
256
$423K 0.02%
18,739
257
$423K 0.02%
46,998
258
$422K 0.02%
8,576
259
$421K 0.02%
1,984
-289
260
$420K 0.02%
5,902
261
$419K 0.02%
2,229
-58
262
$417K 0.02%
8,620
263
$417K 0.02%
4,661
264
$415K 0.02%
3,258
265
$414K 0.02%
15,866
266
$413K 0.02%
11,520
267
$410K 0.02%
5,109
-200
268
$409K 0.02%
2,391
269
$405K 0.02%
11,096
-5,139
270
$404K 0.02%
586
-320
271
$400K 0.02%
2,337
272
$399K 0.02%
2,684
-418
273
$396K 0.02%
6,415
-14
274
$395K 0.02%
9,165
275
$393K 0.02%
18,600
9 10
11
12 13