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
601
$210K 0.01%
+886
602
$210K 0.01%
+353
603
$209K 0.01%
+6,084
604
$209K 0.01%
+1,830
605
$208K 0.01%
+1,334
606
$208K 0.01%
+2,803
607
$208K 0.01%
+9,303
608
$207K 0.01%
+4,321
609
$207K 0.01%
+2,325
610
$206K 0.01%
+2,000
611
$205K 0.01%
+1,609
612
$205K 0.01%
+2,623
613
$205K 0.01%
+4,980
614
$204K 0.01%
+4,185
615
$204K 0.01%
+2,794
616
$204K 0.01%
+1,207
617
$204K 0.01%
+568
618
$202K 0.01%
+2,463
619
$202K 0.01%
+600
620
$201K 0.01%
+11,340
621
$201K 0.01%
+1,246
622
$200K 0.01%
+2,163
623
$200K 0.01%
+315
624
$200K 0.01%
+2,594
625
$200K 0.01%
+1,092
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