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
26
$4.38M 0.23%
+9,172
27
$4.31M 0.22%
+70,373
28
$4.24M 0.22%
+95,232
29
$4.06M 0.21%
+11,853
30
$4.06M 0.21%
+51,652
31
$3.83M 0.2%
+64,831
32
$3.66M 0.19%
+124,360
33
$3.65M 0.19%
+58,939
34
$3.49M 0.18%
+21,325
35
$3.28M 0.17%
+6,541
36
$3.19M 0.16%
+17,226
37
$3.18M 0.16%
+171,327
38
$3.15M 0.16%
+20,352
39
$3.14M 0.16%
+65,154
40
$3.1M 0.16%
+26,407
41
$2.94M 0.15%
+13,588
42
$2.92M 0.15%
+59,033
43
$2.9M 0.15%
+7,000
44
$2.89M 0.15%
+162,323
45
$2.88M 0.15%
+5,066
46
$2.83M 0.15%
+54,996
47
$2.79M 0.14%
+55,466
48
$2.73M 0.14%
+49,673
49
$2.61M 0.13%
+4,608
50
$2.58M 0.13%
+101,890
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