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
426
$248K 0.01%
4,879
+85
427
$248K 0.01%
750
+28
428
$248K 0.01%
8,577
-98
429
$248K 0.01%
7,108
430
$247K 0.01%
1,007
-193
431
$247K 0.01%
10,320
+378
432
$246K 0.01%
2,350
433
$246K 0.01%
22,535
-2,180
434
$246K 0.01%
1,134
-11
435
$245K 0.01%
516
-126
436
$244K 0.01%
119,569
437
$244K 0.01%
3,971
+70
438
$244K 0.01%
3,768
+299
439
$243K 0.01%
10,888
440
$243K 0.01%
4,996
441
$242K 0.01%
586
+161
442
$241K 0.01%
1,774
443
$240K 0.01%
+580
444
$240K 0.01%
2,978
-269
445
$240K 0.01%
1,803
+1
446
$240K 0.01%
4,015
+26
447
$239K 0.01%
5,691
+176
448
$239K 0.01%
+31,505
449
$238K 0.01%
1,814
450
$238K 0.01%
618
+39
16 17
18
19 20