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
401
$265K 0.01%
+10,183
402
$264K 0.01%
2,920
403
$264K 0.01%
1,529
+195
404
$264K 0.01%
+1,692
405
$264K 0.01%
1,120
406
$264K 0.01%
16,915
-170
407
$263K 0.01%
1,333
408
$263K 0.01%
+4,278
409
$262K 0.01%
3,752
410
$260K 0.01%
7,290
+201
411
$260K 0.01%
1,531
412
$260K 0.01%
2,472
+64
413
$259K 0.01%
4,455
+1,115
414
$257K 0.01%
+17,344
415
$257K 0.01%
4,677
-795
416
$256K 0.01%
+2,627
417
$255K 0.01%
2,325
+298
418
$255K 0.01%
7,047
-20
419
$255K 0.01%
7,273
420
$253K 0.01%
904
+30
421
$252K 0.01%
+4,172
422
$252K 0.01%
6,350
+209
423
$250K 0.01%
3,615
424
$250K 0.01%
4,651
+90
425
$250K 0.01%
2,672
+64
15 16
17
18 19