FFM

Forum Financial Management Portfolio holdings

AUM $7.69B
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
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
+$51.4M
2
+$45.1M
3
+$40.4M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$13.5M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$8.38M

Top Sells

1
+$1.58M
2
+$1.09M
3
+$1.06M
4
T icon
AT&T
T
+$1.05M
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%
20,980
+1,330
380
$278K 0.01%
7,826
+891
381
$276K 0.01%
1,516
+246
382
$276K 0.01%
2,111
383
$274K 0.01%
12,010
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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
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394
$268K 0.01%
11,090
-954
395
$268K 0.01%
4,791
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396
$267K 0.01%
321
397
$266K 0.01%
1,856
-163
398
$266K 0.01%
5,493
399
$266K 0.01%
8,469
+419
400
$265K 0.01%
+10,183
14 15
16
17 18