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
$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
651
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652
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-5,476
653
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654
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-4,591
655
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656
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657
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-3,159
658
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659
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-15,692
660
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661
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662
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663
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664
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665
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-2,482
666
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-1,717
667
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-6,695
668
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-2,027
669
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-6,745
670
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-1,300
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