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
276
$401K 0.02%
2,219
277
$400K 0.02%
2,010
-428
278
$400K 0.02%
11,318
279
$400K 0.02%
15,001
-8,341
280
$399K 0.02%
4,995
+44
281
$397K 0.02%
3,798
+64
282
$397K 0.02%
6,429
-4,619
283
$392K 0.02%
7,176
284
$384K 0.02%
13,118
285
$382K 0.02%
22,169
286
$381K 0.02%
2,337
+674
287
$379K 0.02%
4,179
+1,000
288
$378K 0.02%
1,803
-73
289
$378K 0.02%
3,118
290
$377K 0.02%
5,691
+884
291
$376K 0.02%
3,574
292
$375K 0.02%
16,507
293
$374K 0.02%
+2,768
294
$373K 0.02%
3,375
-41
295
$372K 0.02%
2,607
+1,245
296
$372K 0.02%
1,780
+13
297
$370K 0.02%
6,241
298
$366K 0.02%
3,238
+40
299
$366K 0.02%
3,997
-1,687
300
$365K 0.02%
2,741
10 11
12
13 14