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
26
$5.23M 0.26%
29,450
-448
27
$4.58M 0.23%
41,900
+6,680
28
$4.47M 0.23%
11,848
+403
29
$4.42M 0.22%
52,154
+38
30
$4.38M 0.22%
38,086
+27,003
31
$4.29M 0.22%
+182,198
32
$4.21M 0.21%
29,065
+313
33
$3.85M 0.19%
10,155
+1,151
34
$3.83M 0.19%
72,985
+6,349
35
$3.67M 0.19%
12,272
+204
36
$3.67M 0.19%
+35,098
37
$3.58M 0.18%
15,969
+882
38
$3.55M 0.18%
16,248
+128
39
$3.45M 0.17%
6,718
+183
40
$3.2M 0.16%
67,503
-523
41
$3.1M 0.16%
+58,983
42
$3.06M 0.15%
98,296
-144
43
$2.85M 0.14%
162,323
44
$2.83M 0.14%
19,709
-2,972
45
$2.81M 0.14%
8,684
+112
46
$2.78M 0.14%
5,793
+302
47
$2.66M 0.13%
17,231
48
$2.62M 0.13%
13,901
+2,999
49
$2.57M 0.13%
13,054
-263
50
$2.48M 0.13%
26,316
+8,436
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