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
551
$229K 0.01%
+1,654
552
$229K 0.01%
+1,769
553
$228K 0.01%
+2,880
554
$228K 0.01%
+3,243
555
$227K 0.01%
+1,336
556
$226K 0.01%
+338
557
$226K 0.01%
+5,239
558
$226K 0.01%
+2,027
559
$226K 0.01%
+1,048
560
$225K 0.01%
+6,457
561
$224K 0.01%
+572
562
$224K 0.01%
+1,231
563
$223K 0.01%
+12,428
564
$223K 0.01%
+2,376
565
$221K 0.01%
+1,925
566
$221K 0.01%
+2,447
567
$221K 0.01%
+763
568
$221K 0.01%
+4,625
569
$221K 0.01%
+2,414
570
$221K 0.01%
+12,419
571
$220K 0.01%
+6,448
572
$220K 0.01%
+886
573
$219K 0.01%
+5,542
574
$219K 0.01%
+1,533
575
$219K 0.01%
+935
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