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
476
$215K 0.01%
+363
477
$214K 0.01%
119,569
478
$213K 0.01%
10,563
+9
479
$213K 0.01%
10,627
480
$211K 0.01%
6,298
481
$209K 0.01%
+7,497
482
$209K 0.01%
+6,950
483
$209K 0.01%
1,336
484
$209K 0.01%
4,878
+150
485
$209K 0.01%
3,615
486
$208K 0.01%
+1,992
487
$208K 0.01%
+5,538
488
$208K 0.01%
+2,925
489
$206K 0.01%
3,800
490
$205K 0.01%
+5,419
491
$205K 0.01%
7,273
492
$204K 0.01%
+2,011
493
$203K 0.01%
4,701
-990
494
$203K 0.01%
+2,585
495
$202K 0.01%
31,505
496
$202K 0.01%
750
497
$201K 0.01%
+900
498
$200K 0.01%
2,841
-36
499
$192K 0.01%
16,915
500
$180K 0.01%
16,777
18 19
20
21 22