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
76
$1.67M 0.08%
29,710
-3,093
77
$1.67M 0.08%
102,015
+125
78
$1.63M 0.08%
31,203
-11,071
79
$1.59M 0.08%
298,216
80
$1.58M 0.08%
16,313
81
$1.54M 0.08%
17,141
+143
82
$1.53M 0.08%
7,497
+125
83
$1.51M 0.08%
8,791
84
$1.49M 0.08%
29,841
+173
85
$1.46M 0.07%
37,317
-1,623
86
$1.44M 0.07%
18,938
+2,098
87
$1.42M 0.07%
11,104
+39
88
$1.41M 0.07%
15,207
-60
89
$1.38M 0.07%
15,157
-27
90
$1.37M 0.07%
13,915
+1,132
91
$1.37M 0.07%
17,890
+2,417
92
$1.37M 0.07%
22,652
93
$1.36M 0.07%
4,303
+928
94
$1.36M 0.07%
9,867
-194
95
$1.32M 0.07%
5,896
-1,626
96
$1.31M 0.07%
2,722
-104
97
$1.3M 0.07%
26,710
+1,400
98
$1.3M 0.07%
+56,104
99
$1.28M 0.06%
3,497
-850
100
$1.27M 0.06%
32,126
+9,332
2 3
4
5 6