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
351
$301K 0.02%
4,610
352
$300K 0.02%
+2,163
353
$300K 0.02%
27,517
+446
354
$300K 0.02%
4,394
+471
355
$300K 0.02%
1,491
+17
356
$299K 0.02%
8,723
+2,274
357
$299K 0.02%
4,854
+223
358
$299K 0.02%
861
+112
359
$298K 0.02%
9,715
+300
360
$298K 0.02%
1,062
+154
361
$298K 0.02%
3,631
+97
362
$297K 0.02%
2,803
363
$296K 0.01%
29,885
364
$295K 0.01%
5,411
+429
365
$293K 0.01%
741
+12
366
$290K 0.01%
5,700
367
$289K 0.01%
63,929
-301
368
$288K 0.01%
1,375
-64
369
$286K 0.01%
5,138
-358
370
$284K 0.01%
132
+9
371
$283K 0.01%
+5,095
372
$283K 0.01%
1,578
373
$281K 0.01%
4,819
+112
374
$280K 0.01%
160
+11
375
$280K 0.01%
11,715
-537
13 14
15
16 17