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
276
$391K 0.02%
8,946
-450
277
$390K 0.02%
4,634
+243
278
$389K 0.02%
1,209
279
$386K 0.02%
4,271
+407
280
$384K 0.02%
4,617
-679
281
$383K 0.02%
5,691
282
$381K 0.02%
4,119
-208
283
$377K 0.02%
7,471
+2,333
284
$376K 0.02%
2,250
-85
285
$376K 0.02%
3,118
286
$373K 0.02%
28,326
287
$373K 0.02%
15,001
288
$371K 0.02%
4,455
289
$368K 0.02%
1,462
290
$368K 0.02%
7,500
291
$366K 0.02%
2,453
+60
292
$363K 0.02%
8,910
+74
293
$363K 0.02%
7,435
+259
294
$363K 0.02%
2,643
295
$361K 0.02%
3,216
+90
296
$360K 0.02%
13,184
+66
297
$360K 0.02%
16,507
298
$359K 0.02%
+2,716
299
$357K 0.02%
1,764
-246
300
$357K 0.02%
2,230
+26
10 11
12
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