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
$2.07B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$29.9M
3
+$27.6M
4
CME icon
CME Group
CME
+$26.5M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$24.6M

Top Sells

1
+$2.31M
2
+$2.11M
3
+$788K
4
PFE icon
Pfizer
PFE
+$737K
5
XOM icon
Exxon Mobil
XOM
+$729K

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
51
$2.58M 0.12%
160,123
-2,200
52
$2.46M 0.12%
56,140
-16,845
53
$2.46M 0.12%
56,784
+4,560
54
$2.41M 0.12%
27,991
+7,221
55
$2.28M 0.11%
12,823
-231
56
$2.26M 0.11%
12,617
-1,284
57
$2.25M 0.11%
17,277
+46
58
$2.12M 0.1%
7,677
-125
59
$2.08M 0.1%
135,670
+27,413
60
$2.02M 0.1%
53,293
+20,121
61
$1.95M 0.09%
34,889
-1,462
62
$1.9M 0.09%
24,935
63
$1.77M 0.09%
13,006
+47
64
$1.76M 0.09%
17,240
+99
65
$1.72M 0.08%
211,215
+14,047
66
$1.69M 0.08%
10,352
-1,031
67
$1.68M 0.08%
42,043
-1,487
68
$1.65M 0.08%
17,290
-754
69
$1.65M 0.08%
7,192
+1,296
70
$1.64M 0.08%
40,724
+3,407
71
$1.63M 0.08%
69,850
-1,467
72
$1.61M 0.08%
6,994
-117
73
$1.61M 0.08%
132,830
+13,030
74
$1.6M 0.08%
9,772
+981
75
$1.55M 0.07%
31,208
+5
1 2
3
4 5