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
451
$277K 0.01%
+22,049
452
$277K 0.01%
+2,736
453
$277K 0.01%
+3,424
454
$276K 0.01%
+1,338
455
$276K 0.01%
+3,989
456
$275K 0.01%
+3,572
457
$275K 0.01%
+3,158
458
$273K 0.01%
+6,678
459
$273K 0.01%
+3,189
460
$273K 0.01%
+1,336
461
$273K 0.01%
+3,469
462
$273K 0.01%
+2,660
463
$272K 0.01%
+729
464
$272K 0.01%
+4,728
465
$270K 0.01%
+3,752
466
$269K 0.01%
+8,923
467
$268K 0.01%
+1,650
468
$268K 0.01%
+10,888
469
$268K 0.01%
+2,429
470
$267K 0.01%
+3,691
471
$266K 0.01%
+1,412
472
$266K 0.01%
+1,735
473
$266K 0.01%
+1,233
474
$265K 0.01%
+2,739
475
$265K 0.01%
+1,122
17 18
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