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
401
$311K 0.02%
+18,939
402
$310K 0.02%
+10,483
403
$310K 0.02%
+1,540
404
$309K 0.02%
+719
405
$308K 0.02%
+2,776
406
$308K 0.02%
+922
407
$307K 0.02%
+5,062
408
$307K 0.02%
+2,829
409
$307K 0.02%
+4,474
410
$306K 0.02%
+700
411
$306K 0.02%
+1,671
412
$306K 0.02%
+2,480
413
$305K 0.02%
+119,569
414
$305K 0.02%
+647
415
$304K 0.02%
+1,231
416
$304K 0.02%
+797
417
$304K 0.02%
+5,789
418
$303K 0.02%
+4,794
419
$302K 0.02%
+400
420
$302K 0.02%
+4,934
421
$302K 0.02%
+19,351
422
$301K 0.02%
+10,613
423
$301K 0.02%
+1,744
424
$300K 0.02%
+4,388
425
$299K 0.02%
+6,747
15 16
17
18 19