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
376
$326K 0.02%
+75,238
377
$325K 0.02%
+3,529
378
$325K 0.02%
+7,424
379
$325K 0.02%
+4,704
380
$325K 0.02%
+11,197
381
$323K 0.02%
+856
382
$323K 0.02%
+1,145
383
$322K 0.02%
+5,472
384
$320K 0.02%
+4,255
385
$320K 0.02%
+1,216
386
$319K 0.02%
+7,598
387
$318K 0.02%
+7,356
388
$317K 0.02%
+9,741
389
$317K 0.02%
+1,454
390
$317K 0.02%
+2,947
391
$316K 0.02%
+1,979
392
$316K 0.02%
+1,053
393
$315K 0.02%
+13,780
394
$314K 0.02%
+1,307
395
$314K 0.02%
+1,165
396
$314K 0.02%
+1,724
397
– –
0
398
$312K 0.02%
+1,802
399
$312K 0.02%
+1,123
400
$312K 0.02%
+800
14 15
16
17 18