FFM

Forum Financial Management Portfolio holdings

AUM $7.69B
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
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
+$51.4M
2
+$45.1M
3
+$40.4M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$13.5M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$8.38M

Top Sells

1
+$1.58M
2
+$1.09M
3
+$1.06M
4
T icon
AT&T
T
+$1.05M
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
501
$210K 0.01%
+2,268
502
$210K 0.01%
1,336
503
$210K 0.01%
1,203
+38
504
$210K 0.01%
1,289
505
$210K 0.01%
2,975
+81
506
$209K 0.01%
+6,148
507
$209K 0.01%
2,051
+146
508
$209K 0.01%
3,355
+256
509
$209K 0.01%
320
510
$209K 0.01%
+1,685
511
$208K 0.01%
+2,496
512
$208K 0.01%
+4,487
513
$208K 0.01%
2,947
514
$208K 0.01%
5,786
+35
515
$207K 0.01%
5,310
-279
516
$206K 0.01%
1,779
-428
517
$206K 0.01%
+1,811
518
$205K 0.01%
4,388
519
$205K 0.01%
5,376
520
$205K 0.01%
1,035
-3
521
$203K 0.01%
6,298
-1,030
522
$203K 0.01%
+1,733
523
$202K 0.01%
408
+8
524
$202K 0.01%
+8,702
525
$202K 0.01%
539
-120
19 20
21
22 23