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
451
$238K 0.01%
+2,615
452
$236K 0.01%
+2,084
453
$235K 0.01%
4,959
+774
454
$231K 0.01%
2,877
-719
455
$230K 0.01%
8,337
-231
456
$230K 0.01%
+1,553
457
$229K 0.01%
719
458
$228K 0.01%
+10,554
459
$226K 0.01%
+1,841
460
$226K 0.01%
934
+12
461
$226K 0.01%
9,081
462
$226K 0.01%
+2,375
463
$226K 0.01%
7,441
464
$226K 0.01%
39,851
465
$225K 0.01%
5,334
-272
466
$225K 0.01%
1,498
-304
467
$224K 0.01%
4,987
468
$223K 0.01%
1,080
+48
469
$223K 0.01%
2,464
+334
470
$223K 0.01%
1,997
+314
471
$221K 0.01%
+2,643
472
$221K 0.01%
1,000
473
$221K 0.01%
9,444
-476
474
$220K 0.01%
3,691
475
$220K 0.01%
+4,862
17 18
19
20 21