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
426
$241K 0.01%
1,328
+194
427
$241K 0.01%
5,334
428
$240K 0.01%
5,160
-333
429
$240K 0.01%
3,190
-304
430
$239K 0.01%
4,983
-428
431
$239K 0.01%
6,148
432
$238K 0.01%
14,448
-2,896
433
$238K 0.01%
8,598
434
$238K 0.01%
1,578
435
$235K 0.01%
8,376
-201
436
$235K 0.01%
6,099
437
$235K 0.01%
19,601
-1,379
438
$235K 0.01%
8,337
439
$235K 0.01%
1,120
440
$234K 0.01%
216
441
$233K 0.01%
580
442
$232K 0.01%
549
-37
443
$231K 0.01%
2,350
444
$229K 0.01%
5,062
445
$229K 0.01%
1,951
-133
446
$229K 0.01%
7,108
447
$229K 0.01%
1,059
-9
448
$228K 0.01%
+2,918
449
$228K 0.01%
2,106
-113
450
$228K 0.01%
10,888
16 17
18
19 20