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
476
$264K 0.01%
+1,518
477
$262K 0.01%
+5,311
478
$262K 0.01%
+601
479
$262K 0.01%
+1,462
480
$262K 0.01%
+1,110
481
$262K 0.01%
+652
482
$260K 0.01%
+6,392
483
$260K 0.01%
+2,920
484
$259K 0.01%
+1,063
485
$258K 0.01%
+4,941
486
$258K 0.01%
+4,153
487
$258K 0.01%
+209
488
$257K 0.01%
+17,236
489
$257K 0.01%
+3,615
490
$256K 0.01%
+11,264
491
$256K 0.01%
+8,050
492
$254K 0.01%
+2,193
493
$252K 0.01%
+3,556
494
$252K 0.01%
+7,200
495
$252K 0.01%
+2,350
496
$251K 0.01%
+7,034
497
$251K 0.01%
+409
498
$251K 0.01%
+31,283
499
$251K 0.01%
+1,940
500
$250K 0.01%
+380
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