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
376
$269K 0.01%
6,678
377
$269K 0.01%
8,369
-9,886
378
$268K 0.01%
1,333
379
$268K 0.01%
7,166
+50
380
$267K 0.01%
1,531
381
$267K 0.01%
9,444
382
$266K 0.01%
4,033
-913
383
$264K 0.01%
6,032
384
$264K 0.01%
3,989
-26
385
$264K 0.01%
2,325
386
$263K 0.01%
2,411
+570
387
$262K 0.01%
1,491
388
$262K 0.01%
8,469
389
$262K 0.01%
2,627
390
$262K 0.01%
4,862
391
$262K 0.01%
3,179
-1,000
392
$261K 0.01%
22,002
393
$261K 0.01%
4,677
394
$261K 0.01%
5,095
395
$259K 0.01%
+8,808
396
$259K 0.01%
2,672
397
$259K 0.01%
7,290
398
$259K 0.01%
7,924
-799
399
$258K 0.01%
934
400
$257K 0.01%
8,320
+1,273
14 15
16
17 18