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
626
$186K 0.01%
+15,495
627
$168K 0.01%
+4,591
628
$168K 0.01%
+12,232
629
$144K 0.01%
+10,107
630
$140K 0.01%
+14,480
631
$134K 0.01%
+12,942
632
$127K 0.01%
+19,892
633
$114K 0.01%
+17,293
634
$102K 0.01%
+14,759
635
$102K 0.01%
+22,087
636
$100K 0.01%
+12,491
637
$94K ﹤0.01%
+22,974
638
$87K ﹤0.01%
+228
639
$82K ﹤0.01%
+20,129
640
$78K ﹤0.01%
+13,163
641
$78K ﹤0.01%
+16,452
642
$75K ﹤0.01%
+1,186
643
$74K ﹤0.01%
+15,839
644
$63K ﹤0.01%
+938
645
$62K ﹤0.01%
+11,876
646
$55K ﹤0.01%
+11,474
647
$41K ﹤0.01%
+14,676
648
$30K ﹤0.01%
+569
649
$26K ﹤0.01%
+2,400
650
– –
0
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