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
$1.99B
AUM Growth
-$87.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$42.8M
3
+$39.5M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$12.4M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$8.12M

Top Sells

1
+$1.58M
2
+$1.1M
3
+$1.09M
4
INTC icon
Intel
INTC
+$920K
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
51
$2.37M 0.12%
12,982
-8,685
52
$2.29M 0.12%
36,351
+3,819
53
$2.27M 0.11%
108,257
-52,645
54
$2.25M 0.11%
+99,819
55
$2.23M 0.11%
50,613
+25,692
56
$2.14M 0.11%
7,802
-102
57
$2.13M 0.11%
+22,209
58
$2.12M 0.11%
52,224
-10,989
59
$2.11M 0.11%
24,935
60
$1.95M 0.1%
47,853
+7,174
61
$1.93M 0.1%
49,282
-5,504
62
$1.9M 0.1%
11,383
-58
63
$1.89M 0.1%
20,770
+866
64
$1.88M 0.09%
12,959
+229
65
$1.88M 0.09%
71,317
66
$1.86M 0.09%
43,530
+4,581
67
$1.82M 0.09%
119,800
-12,260
68
$1.79M 0.09%
197,168
-7,133
69
$1.77M 0.09%
4,118
+1
70
$1.76M 0.09%
7,111
+52
71
$1.75M 0.09%
22,788
+3,200
72
$1.75M 0.09%
+82,132
73
$1.69M 0.09%
+80,378
74
$1.68M 0.08%
33,172
-8,056
75
$1.67M 0.08%
18,044
+2,886
1 2
3
4 5