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
351
$296K 0.01%
+7,756
352
$295K 0.01%
4,854
353
$295K 0.01%
3,631
354
$294K 0.01%
4,324
355
$292K 0.01%
1,302
-73
356
$291K 0.01%
4,819
357
$291K 0.01%
4,172
358
$291K 0.01%
4,704
359
$291K 0.01%
+10,489
360
$290K 0.01%
+6,750
361
$287K 0.01%
2,111
362
$285K 0.01%
3,333
363
$285K 0.01%
2,559
-51
364
$284K 0.01%
63,929
365
$283K 0.01%
1,055
-115
366
$283K 0.01%
132
367
$282K 0.01%
1,522
368
$282K 0.01%
923
369
$280K 0.01%
2,268
+227
370
$278K 0.01%
8,094
-3,825
371
$276K 0.01%
4,445
-346
372
$274K 0.01%
4,651
373
$273K 0.01%
1,000
374
$272K 0.01%
7,826
375
$269K 0.01%
321
13 14
15
16 17