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
401
$255K 0.01%
320
402
$254K 0.01%
1,811
403
$254K 0.01%
1,407
-109
404
$254K 0.01%
29,885
405
$253K 0.01%
3,768
406
$252K 0.01%
12,010
407
$252K 0.01%
2,680
+31
408
$250K 0.01%
3,752
409
$250K 0.01%
3,287
-7
410
$250K 0.01%
11,289
-426
411
$249K 0.01%
1,774
412
$249K 0.01%
741
413
$248K 0.01%
886
414
$248K 0.01%
75,238
415
$248K 0.01%
618
416
$248K 0.01%
+29,124
417
$248K 0.01%
4,879
418
$245K 0.01%
2,403
419
$245K 0.01%
1,498
420
$245K 0.01%
9,821
421
$243K 0.01%
+4,519
422
$243K 0.01%
11,583
-4,511
423
$243K 0.01%
1,838
424
$243K 0.01%
926
-136
425
$242K 0.01%
1,007
15 16
17
18 19