FFM

Forum Financial Management Portfolio holdings

AUM $7.69B
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
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
+$51.4M
2
+$45.1M
3
+$40.4M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$13.5M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$8.38M

Top Sells

1
+$1.58M
2
+$1.09M
3
+$1.06M
4
T icon
AT&T
T
+$1.05M
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
551
$98K ﹤0.01%
+15,354
552
$94K ﹤0.01%
12,491
553
$82K ﹤0.01%
23,157
+1,662
554
$81K ﹤0.01%
+24,362
555
$79K ﹤0.01%
20,178
+2,234
556
$69K ﹤0.01%
16,110
-342
557
$67K ﹤0.01%
1,086
-100
558
$64K ﹤0.01%
22,087
559
$63K ﹤0.01%
+10,220
560
$62K ﹤0.01%
+10,393
561
$62K ﹤0.01%
20,000
562
$52K ﹤0.01%
+2,242
563
$43K ﹤0.01%
17,043
564
$37K ﹤0.01%
200
565
$29K ﹤0.01%
300
566
$28K ﹤0.01%
938
567
$26K ﹤0.01%
12,166
568
$25K ﹤0.01%
3,400
+1,000
569
$12K ﹤0.01%
569
570
$1K ﹤0.01%
1,000
571
– –
-1,723
572
– –
-2,325
573
– –
-2,720
574
– –
-3,493
575
– –
-8,688
21 22
23
24 25