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
451
$228K 0.01%
+5,197
452
$227K 0.01%
10,320
453
$227K 0.01%
8,052
-136
454
$227K 0.01%
4,632
455
$227K 0.01%
1,922
-685
456
$226K 0.01%
1,432
-957
457
$225K 0.01%
3,971
458
$225K 0.01%
4,959
459
$225K 0.01%
3,441
-623
460
$225K 0.01%
10,710
-1,251
461
$223K 0.01%
2,700
+325
462
$223K 0.01%
+1,418
463
$223K 0.01%
3,691
464
$222K 0.01%
5,790
+414
465
$221K 0.01%
1,803
466
$219K 0.01%
4,996
467
$219K 0.01%
+4,200
468
$219K 0.01%
+1,004
469
$218K 0.01%
3,004
+26
470
$218K 0.01%
719
471
$218K 0.01%
1,733
472
$218K 0.01%
1,616
-240
473
$217K 0.01%
8,227
-1,956
474
$217K 0.01%
2,731
+88
475
$215K 0.01%
1,289
17 18
19
20 21