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
76
$1.63M 0.08%
+298,216
77
$1.6M 0.08%
+24,090
78
$1.57M 0.08%
+2,354
79
$1.53M 0.08%
+25,385
80
$1.52M 0.08%
+3,664
81
$1.51M 0.08%
+14,635
82
$1.49M 0.08%
+29,668
83
$1.48M 0.08%
+71,317
84
$1.47M 0.08%
+4,936
85
$1.47M 0.08%
+27,219
86
$1.46M 0.07%
+134,043
87
$1.43M 0.07%
+9,126
88
$1.41M 0.07%
+16,336
89
$1.36M 0.07%
+12,422
90
$1.32M 0.07%
+8,911
91
$1.32M 0.07%
+3,443
92
$1.31M 0.07%
+2,827
93
$1.3M 0.07%
+3,665
94
$1.28M 0.07%
+6,775
95
$1.27M 0.07%
+21,886
96
$1.26M 0.06%
+14,875
97
$1.26M 0.06%
+22,478
98
$1.25M 0.06%
+24,947
99
$1.22M 0.06%
+97,055
100
$1.22M 0.06%
+15,876
2 3
4
5 6