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
351
$343K 0.02%
+11,318
352
$341K 0.02%
+5,515
353
$341K 0.02%
+9,315
354
$340K 0.02%
+2,438
355
$340K 0.02%
+923
356
$339K 0.02%
+8,620
357
$339K 0.02%
+1,723
358
$337K 0.02%
+967
359
$336K 0.02%
+2,546
360
$336K 0.02%
+3,118
361
$336K 0.02%
+12,480
362
$336K 0.02%
+4,780
363
$335K 0.02%
+6,179
364
$335K 0.02%
+2,393
365
$334K 0.02%
+2,576
366
$334K 0.02%
+1,316
367
$334K 0.02%
+3,256
368
$332K 0.02%
+17,451
369
$332K 0.02%
+3,634
370
$332K 0.02%
+3,554
371
$330K 0.02%
+13,439
372
$330K 0.02%
+2,779
373
$329K 0.02%
+500
374
$328K 0.02%
+8,383
375
$326K 0.02%
+31,505
13 14
15
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