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
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%
16,777
+1,282
507
$209K 0.01%
320
508
$209K 0.01%
+1,685
509
$209K 0.01%
+6,148
510
$209K 0.01%
2,051
+146
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