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
26
$6.1M 0.29%
82,095
-240
27
$5.88M 0.28%
43,312
+10,600
28
$5.32M 0.26%
54,943
-1,338
29
$5.31M 0.26%
60,846
-8,349
30
$5.08M 0.24%
120,744
+29,048
31
$5.05M 0.24%
108,578
-1,587
32
$4.82M 0.23%
29,480
+30
33
$4.5M 0.22%
12,603
+755
34
$4.35M 0.21%
45,466
-5,754
35
$4.21M 0.2%
12,600
+328
36
$4.16M 0.2%
28,981
-84
37
$4.15M 0.2%
15,632
-337
38
$3.79M 0.18%
39,370
-2,530
39
$3.63M 0.18%
10,127
-28
40
$3.58M 0.17%
50,600
-1,554
41
$3.4M 0.16%
6,727
+9
42
$3.4M 0.16%
16,138
-110
43
$3.21M 0.15%
31,227
-3,871
44
$2.81M 0.14%
8,678
-6
45
$2.74M 0.13%
58,983
46
$2.72M 0.13%
28,812
+2,496
47
$2.65M 0.13%
5,610
-183
48
$2.63M 0.13%
87,225
-11,071
49
$2.6M 0.13%
64,065
+13,452
50
$2.6M 0.13%
20,565
+856
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