FFM

Forum Financial Management Portfolio holdings

AUM $7.07B
1-Year Est. Return 18.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$33M
3
+$30.2M
4
CME icon
CME Group
CME
+$29.5M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$27.6M

Top Sells

1
+$2.55M
2
+$2.27M
3
+$866K
4
PFE icon
Pfizer
PFE
+$819K
5
XOM icon
Exxon Mobil
XOM
+$762K

Sector Composition

1 Healthcare 7.9%
2 Financials 6.55%
3 Technology 4.51%
4 Energy 1.66%
5 Consumer Discretionary 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
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-539
602
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-10,485
603
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-1,035
604
– –
-2,051
605
– –
-2,947
606
– –
-6,477
607
– –
-5,786
608
– –
-1,000
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