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
$3.04B
AUM Growth
+$961M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$587M
2
+$90.8M
3
+$82.7M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$64.9M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$46.8M

Top Sells

1
+$242M
2
+$31.9M
3
+$6.51M
4
OSBC icon
Old Second Bancorp
OSBC
+$3.14M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1M

Sector Composition

1 Healthcare 5.27%
2 Financials 4.99%
3 Technology 3.22%
4 Energy 1.39%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$294K 0.01%
2,608
-64
402
$293K 0.01%
4,783
-181
403
$291K 0.01%
1,097
404
$289K 0.01%
874
-30
405
$287K 0.01%
8,523
+203
406
$286K 0.01%
+2,645
407
$286K 0.01%
2,925
408
$284K 0.01%
363
409
$283K 0.01%
7,109
+1
410
$282K 0.01%
+3,896
411
$282K 0.01%
75,238
412
$282K 0.01%
1,803
413
$280K 0.01%
3,758
+6
414
$279K 0.01%
4,200
415
$278K 0.01%
2,284
-16
416
$278K 0.01%
5,095
417
$276K 0.01%
8,394
+18
418
$276K 0.01%
+2,616
419
$275K 0.01%
209
-7
420
$274K 0.01%
8,337
421
$272K 0.01%
2,111
422
$272K 0.01%
1,328
423
$272K 0.01%
579
-39
424
$271K 0.01%
720
+1
425
$270K 0.01%
2,350
15 16
17
18 19