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
326
$332K 0.02%
2,300
+16
327
$329K 0.02%
15,033
328
$328K 0.02%
2,106
+21
329
$328K 0.02%
830
-94
330
$325K 0.02%
+6,378
331
$322K 0.02%
7,116
+937
332
$322K 0.02%
9,821
+389
333
$322K 0.02%
3,333
+201
334
$318K 0.02%
2,393
335
$318K 0.02%
7,365
-423
336
$318K 0.02%
5,204
337
$316K 0.02%
2,659
+637
338
$316K 0.02%
1,170
+97
339
$316K 0.02%
1,519
+12
340
$315K 0.02%
1,310
-172
341
$310K 0.02%
+3,893
342
$310K 0.02%
2,610
+10
343
$308K 0.02%
4,704
344
$308K 0.02%
4,324
-150
345
$306K 0.02%
3,494
+59
346
$306K 0.02%
13,439
347
$305K 0.02%
3,556
+5
348
$304K 0.02%
8,836
+5
349
$302K 0.02%
6,032
350
$302K 0.02%
5,053
+112
12 13
14
15 16