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
426
$269K 0.01%
+1,109
427
$268K 0.01%
4,707
-112
428
$268K 0.01%
1,799
+25
429
$264K 0.01%
14,710
+262
430
$263K 0.01%
119,569
431
$263K 0.01%
10,888
432
$263K 0.01%
1,059
433
$262K 0.01%
11,534
-10,460
434
$262K 0.01%
5,709
-390
435
$261K 0.01%
11,265
-745
436
$261K 0.01%
+7,376
437
$261K 0.01%
4,928
+50
438
$261K 0.01%
8,596
-848
439
$260K 0.01%
3,131
-59
440
$258K 0.01%
2,403
441
$257K 0.01%
580
442
$257K 0.01%
4,983
443
$256K 0.01%
+721
444
$253K 0.01%
2,434
+23
445
$253K 0.01%
5,334
446
$252K 0.01%
+4,017
447
$252K 0.01%
4,862
448
$252K 0.01%
6,148
449
$251K 0.01%
10,386
-177
450
$251K 0.01%
4,033
16 17
18
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