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
301
$410K 0.02%
+9,218
302
$409K 0.02%
+7,417
303
$405K 0.02%
+5,387
304
$405K 0.02%
+1,532
305
$403K 0.02%
+16,507
306
$402K 0.02%
+5,204
307
$399K 0.02%
+5,700
308
$398K 0.02%
+1,474
309
$397K 0.02%
+8,568
310
$396K 0.02%
+2,399
311
$394K 0.02%
+3,398
312
$394K 0.02%
+1,522
313
$393K 0.02%
+7,915
314
$392K 0.02%
+1,443
315
$392K 0.02%
+8,669
316
$391K 0.02%
+4,561
317
$389K 0.02%
+4,946
318
$387K 0.02%
+1,764
319
$387K 0.02%
+3,231
320
$386K 0.02%
+2,991
321
$384K 0.02%
+39,851
322
$381K 0.02%
+2,745
323
$379K 0.02%
+2,577
324
$375K 0.02%
+4,044
325
$375K 0.02%
+3,132
11 12
13
14 15