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
426
$297K 0.02%
+2,958
427
$297K 0.02%
+3,179
428
$297K 0.02%
+18,809
429
$296K 0.02%
+1,320
430
$295K 0.02%
+9,081
431
$294K 0.02%
+3,449
432
$294K 0.02%
+2,604
433
$294K 0.02%
+4,924
434
$293K 0.02%
+1,774
435
$291K 0.02%
+4,996
436
$291K 0.02%
+6,797
437
$291K 0.02%
+3,340
438
$290K 0.01%
+4,153
439
$289K 0.01%
+3,130
440
$287K 0.01%
+7,733
441
$285K 0.01%
+771
442
$282K 0.01%
+1,803
443
$282K 0.01%
+1,663
444
$282K 0.01%
+4,726
445
$281K 0.01%
+600
446
$281K 0.01%
+2,403
447
$279K 0.01%
+7,412
448
$279K 0.01%
+1,497
449
$279K 0.01%
+11,582
450
$278K 0.01%
+874
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