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
526
$241K 0.01%
+2,596
527
$240K 0.01%
+7,441
528
$240K 0.01%
+2,753
529
$240K 0.01%
+10,429
530
$239K 0.01%
+579
531
$238K 0.01%
+1,579
532
$238K 0.01%
+4,811
533
$238K 0.01%
+17,588
534
$237K 0.01%
+3,800
535
$236K 0.01%
+671
536
$236K 0.01%
+1,114
537
$235K 0.01%
+1,301
538
$235K 0.01%
+3,855
539
$234K 0.01%
+1,080
540
$233K 0.01%
+111
541
$233K 0.01%
+1,587
542
$232K 0.01%
+1,095
543
$232K 0.01%
+2,736
544
$231K 0.01%
+1,717
545
$231K 0.01%
+2,087
546
$231K 0.01%
+1,270
547
$231K 0.01%
+1,699
548
$231K 0.01%
+2,273
549
$231K 0.01%
+1,484
550
$231K 0.01%
+2,644
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