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
376
$280K 0.01%
923
377
$279K 0.01%
216
+3
378
$279K 0.01%
1,522
379
$278K 0.01%
7,826
+891
380
$278K 0.01%
20,980
+1,330
381
$276K 0.01%
1,516
+246
382
$276K 0.01%
2,111
383
$274K 0.01%
12,010
+746
384
$273K 0.01%
5,062
385
$273K 0.01%
2,102
-180
386
$272K 0.01%
1,068
-275
387
$272K 0.01%
+4,064
388
$272K 0.01%
3,294
+63
389
$272K 0.01%
11,006
+1,623
390
$272K 0.01%
22,002
391
$269K 0.01%
2,403
392
$269K 0.01%
75,238
393
$269K 0.01%
2,041
+242
394
$268K 0.01%
11,090
-954
395
$268K 0.01%
4,791
-419
396
$267K 0.01%
321
397
$266K 0.01%
5,493
398
$266K 0.01%
8,469
+419
399
$266K 0.01%
1,856
-163
400
$265K 0.01%
6,099
-961
14 15
16
17 18