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
301
$355K 0.02%
22,169
302
$354K 0.02%
+1,891
303
$353K 0.02%
3,945
304
$352K 0.02%
3,879
-167
305
$351K 0.02%
1,448
306
$347K 0.02%
4,420
-31
307
$345K 0.02%
27,517
308
$344K 0.02%
11,318
309
$344K 0.02%
15,033
310
$343K 0.02%
4,964
-31
311
$342K 0.02%
3,556
312
$341K 0.02%
2,295
-235
313
$333K 0.02%
10,599
-8,381
314
$332K 0.02%
1,095
315
$332K 0.02%
4,050
316
$330K 0.02%
10,672
317
$330K 0.02%
2,986
-252
318
$329K 0.02%
+1,770
319
$329K 0.02%
4,352
320
$326K 0.02%
6,914
321
$323K 0.02%
5,700
322
$322K 0.02%
1,574
+62
323
$321K 0.02%
3,574
324
$320K 0.02%
2,635
-24
325
$319K 0.02%
22,758
11 12
13
14 15