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
526
$202K 0.01%
+1,879
527
$200K 0.01%
+10,208
528
$200K 0.01%
7,034
529
$200K 0.01%
8,598
530
$198K 0.01%
+11,961
531
$191K 0.01%
11,340
532
$187K 0.01%
11,565
+1,136
533
$184K 0.01%
14,506
+648
534
$181K 0.01%
20,000
535
$175K 0.01%
10,968
536
$170K 0.01%
10,918
+1,615
537
$167K 0.01%
18,454
+1,957
538
$167K 0.01%
10,854
-754
539
$151K 0.01%
12,007
-2,511
540
$148K 0.01%
+10,681
541
$136K 0.01%
12,477
+1,063
542
$136K 0.01%
+10,627
543
$132K 0.01%
+11,857
544
$127K 0.01%
12,232
545
$125K 0.01%
14,759
546
$122K 0.01%
17,618
-13,665
547
$114K 0.01%
22,256
-718
548
$109K 0.01%
17,511
+1,672
549
$108K 0.01%
16,078
+2,915
550
$101K 0.01%
17,293
20 21
22
23 24