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
276
$451K 0.02%
+4,395
277
$449K 0.02%
+3,945
278
$443K 0.02%
+1,468
279
$437K 0.02%
+28,326
280
$434K 0.02%
+6,040
281
$433K 0.02%
+3,853
282
$432K 0.02%
+3,199
283
$431K 0.02%
+4,631
284
$426K 0.02%
+3,734
285
$425K 0.02%
+11,520
286
$418K 0.02%
+4,713
287
$417K 0.02%
+642
288
$416K 0.02%
+29,885
289
$416K 0.02%
+4,750
290
$415K 0.02%
+6,914
291
$415K 0.02%
+5,137
292
$414K 0.02%
+1,362
293
$414K 0.02%
+8,688
294
$413K 0.02%
+22,002
295
$413K 0.02%
+1,981
296
$413K 0.02%
+1,767
297
$412K 0.02%
+3,574
298
$412K 0.02%
+6,115
299
$412K 0.02%
+8,708
300
$410K 0.02%
+1,290
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