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
301
$363K 0.02%
3,864
-874
302
$362K 0.02%
1,209
+58
303
$360K 0.02%
11,420
-1,398
304
$358K 0.02%
7,804
+1,441
305
$357K 0.02%
+2,530
306
$356K 0.02%
1,448
+158
307
$356K 0.02%
3,126
+106
308
$355K 0.02%
4,455
+200
309
$350K 0.02%
+4,352
310
$348K 0.02%
6,919
311
$348K 0.02%
1,462
+19
312
$346K 0.02%
3,046
+37
313
$345K 0.02%
4,451
+946
314
$341K 0.02%
28,326
315
$339K 0.02%
6,914
316
$339K 0.02%
7,950
+2,000
317
$339K 0.02%
1,512
+23
318
$339K 0.02%
2,389
+1,221
319
$338K 0.02%
2,643
+1
320
$337K 0.02%
2,204
+54
321
$336K 0.02%
10,672
322
$335K 0.02%
4,391
-1,889
323
$335K 0.02%
22,758
-3,990
324
$333K 0.02%
4,050
325
$332K 0.02%
5,438
+38
11 12
13
14 15