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
$3.04B
AUM Growth
+$961M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$587M
2
+$90.8M
3
+$82.7M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$64.9M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$46.8M

Top Sells

1
+$242M
2
+$31.9M
3
+$6.51M
4
OSBC icon
Old Second Bancorp
OSBC
+$3.14M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1M

Sector Composition

1 Healthcare 5.27%
2 Financials 4.99%
3 Technology 3.22%
4 Energy 1.39%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$240K 0.01%
4,880
+1
477
$240K 0.01%
6,298
478
$240K 0.01%
5,259
+300
479
$239K 0.01%
+3,049
480
$239K 0.01%
+995
481
$239K 0.01%
7,281
-771
482
$238K 0.01%
+1,609
483
$238K 0.01%
512
-37
484
$237K 0.01%
+716
485
$235K 0.01%
+5,548
486
$234K 0.01%
1,339
-93
487
$233K 0.01%
+982
488
$233K 0.01%
1,338
+2
489
$232K 0.01%
1,925
-67
490
$231K 0.01%
7,276
+3
491
$230K 0.01%
3,444
+3
492
$230K 0.01%
4,519
493
$230K 0.01%
+941
494
$230K 0.01%
+4,522
495
$229K 0.01%
10,627
496
$228K 0.01%
1,883
-128
497
$228K 0.01%
+4,795
498
$227K 0.01%
3,691
499
$227K 0.01%
+2,496
500
$227K 0.01%
+6,547
18 19
20
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