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
326
$375K 0.02%
+7,108
327
$375K 0.02%
+63,929
328
$374K 0.02%
+27,071
329
$374K 0.02%
+3,258
330
– –
0
331
$363K 0.02%
+2,659
332
$362K 0.02%
+4,347
333
$361K 0.02%
+7,171
334
$360K 0.02%
+6,241
335
$359K 0.02%
+5,366
336
$359K 0.02%
+2,642
337
$359K 0.02%
+2,150
338
$357K 0.02%
+4,610
339
$357K 0.02%
+8,663
340
$355K 0.02%
+6,032
341
$351K 0.02%
+6,141
342
$351K 0.02%
+4,032
343
$350K 0.02%
+146
344
$349K 0.02%
+2,030
345
$348K 0.02%
+6,935
346
$346K 0.02%
+4,032
347
$346K 0.02%
+3,704
348
$346K 0.02%
+4,529
349
$346K 0.02%
+2,151
350
$343K 0.02%
+9,544
12 13
14
15 16