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
476
$219K 0.01%
1,110
+54
477
$219K 0.01%
6,477
+637
478
$219K 0.01%
4,728
479
$219K 0.01%
4,805
+79
480
$218K 0.01%
+4,184
481
$218K 0.01%
2,208
+15
482
$217K 0.01%
+788
483
$217K 0.01%
6,678
484
$216K 0.01%
+1,249
485
$216K 0.01%
1,779
-946
486
$216K 0.01%
8,188
+455
487
$215K 0.01%
3,800
488
$215K 0.01%
10,485
+3,887
489
$215K 0.01%
2,649
490
$214K 0.01%
1,838
491
$214K 0.01%
1,097
-15
492
$214K 0.01%
+4,632
493
$213K 0.01%
2,894
-234
494
$213K 0.01%
2,976
495
$212K 0.01%
7,215
+905
496
$212K 0.01%
11,112
+1,323
497
$211K 0.01%
886
498
$211K 0.01%
970
-248
499
$211K 0.01%
1,232
-8
500
$211K 0.01%
5,292
-2,118
18 19
20
21 22