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
576
$218K 0.01%
+1,326
577
$218K 0.01%
+2,630
578
$217K 0.01%
+2,055
579
$217K 0.01%
+5,163
580
$217K 0.01%
+2,358
581
$216K 0.01%
+2,952
582
$216K 0.01%
+10,968
583
$215K 0.01%
+2,882
584
$214K 0.01%
+258
585
$214K 0.01%
+9,789
586
$214K 0.01%
+8,991
587
$214K 0.01%
+321
588
$213K 0.01%
+3,201
589
$212K 0.01%
+5,600
590
$212K 0.01%
+2,439
591
$212K 0.01%
+2,217
592
$211K 0.01%
+4,677
593
$211K 0.01%
+4,559
594
$211K 0.01%
+636
595
$211K 0.01%
+3,119
596
$210K 0.01%
+2,408
597
$210K 0.01%
+4,925
598
$210K 0.01%
+6,668
599
$210K 0.01%
+1,871
600
$210K 0.01%
+2,478
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