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
501
$250K 0.01%
+6,310
502
$250K 0.01%
+1,022
503
$250K 0.01%
+1,364
504
$249K 0.01%
+908
505
$249K 0.01%
+974
506
$248K 0.01%
+1,478
507
$248K 0.01%
+5,273
508
$248K 0.01%
+1,138
509
$248K 0.01%
+1,477
510
$248K 0.01%
+2,704
511
$247K 0.01%
+1,963
512
$247K 0.01%
+1,755
513
$247K 0.01%
+1,051
514
$247K 0.01%
+5,756
515
$245K 0.01%
+1,000
516
$245K 0.01%
+15,033
517
$245K 0.01%
+3,691
518
$244K 0.01%
+950
519
$243K 0.01%
+2,009
520
$242K 0.01%
+12,010
521
$242K 0.01%
+5,309
522
$242K 0.01%
+6,468
523
$242K 0.01%
+1,168
524
$241K 0.01%
+1,160
525
$241K 0.01%
+3,717
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