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
451
$251K 0.01%
2,659
-21
452
$251K 0.01%
6,669
-1,157
453
$250K 0.01%
6,758
+8
454
$250K 0.01%
4,058
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455
$250K 0.01%
3,615
456
$250K 0.01%
+4,534
457
$250K 0.01%
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458
$249K 0.01%
+1,174
459
$248K 0.01%
3,768
460
$247K 0.01%
722
-28
461
$246K 0.01%
1,838
462
$246K 0.01%
31,505
463
$246K 0.01%
4,701
464
$245K 0.01%
1,951
465
$244K 0.01%
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-576
466
$244K 0.01%
1,517
+19
467
$243K 0.01%
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$243K 0.01%
2,106
469
$243K 0.01%
4,632
470
$243K 0.01%
320
471
$242K 0.01%
1,703
-30
472
$242K 0.01%
+8,695
473
$241K 0.01%
+2,953
474
$241K 0.01%
+590
475
$240K 0.01%
2,918
17 18
19
20 21