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
$3.04B
AUM Growth
+$961M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$587M
2
+$90.8M
3
+$82.7M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$64.9M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$46.8M

Top Sells

1
+$242M
2
+$31.9M
3
+$6.51M
4
OSBC icon
Old Second Bancorp
OSBC
+$3.14M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1M

Sector Composition

1 Healthcare 5.27%
2 Financials 4.99%
3 Technology 3.22%
4 Energy 1.39%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$215K 0.01%
+2,274
527
$215K 0.01%
+2,420
528
$215K 0.01%
+4,726
529
$214K 0.01%
+3,051
530
$213K 0.01%
+2,055
531
$213K 0.01%
3,800
532
$211K 0.01%
900
533
$210K 0.01%
+952
534
$210K 0.01%
+7,452
535
$210K 0.01%
+4,519
536
$209K 0.01%
+4,330
537
$209K 0.01%
887
+1
538
$209K 0.01%
+4,640
539
$207K 0.01%
+1,462
540
$205K 0.01%
+3,326
541
$204K 0.01%
+9,011
542
$203K 0.01%
11,340
543
$203K 0.01%
+3,335
544
$203K 0.01%
+1,215
545
$202K 0.01%
4,996
546
$201K 0.01%
+1,961
547
$201K 0.01%
2,401
-603
548
$200K 0.01%
16,777
549
$194K 0.01%
+10,865
550
$188K 0.01%
10,430
20 21
22
23 24