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
51
$2.58M 0.13%
+10,665
52
$2.54M 0.13%
+48,971
53
$2.49M 0.13%
+7,751
54
$2.4M 0.12%
+15,505
55
$2.33M 0.12%
+36,682
56
$2.27M 0.12%
+7,775
57
$2.22M 0.11%
+8,045
58
$2.18M 0.11%
+24,949
59
$2.12M 0.11%
+15,157
60
$1.98M 0.1%
+11,786
61
$1.97M 0.1%
+10,754
62
$1.96M 0.1%
+8,867
63
$1.95M 0.1%
+7,660
64
$1.95M 0.1%
+13,524
65
$1.92M 0.1%
+7,176
66
$1.88M 0.1%
+39,116
67
$1.85M 0.1%
+7,568
68
$1.83M 0.09%
+35,934
69
$1.82M 0.09%
+10,497
70
$1.75M 0.09%
+112,071
71
$1.74M 0.09%
+16,412
72
$1.7M 0.09%
+20,322
73
$1.68M 0.09%
+28,321
74
$1.67M 0.09%
+2,094
75
$1.65M 0.09%
+16,839
1 2
3
4 5