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
76
$1.52M 0.07%
3,940
-178
77
$1.51M 0.07%
18,494
-3,715
78
$1.51M 0.07%
58,700
+28,212
79
$1.51M 0.07%
41,528
-6,325
80
$1.49M 0.07%
20,912
-1,876
81
$1.48M 0.07%
18,735
-203
82
$1.47M 0.07%
16,313
83
$1.46M 0.07%
29,236
-474
84
$1.34M 0.06%
298,216
85
$1.34M 0.06%
15,672
+465
86
$1.33M 0.06%
22,964
+312
87
$1.31M 0.06%
102,015
88
$1.29M 0.06%
44,088
-5,194
89
$1.29M 0.06%
11,917
+6,309
90
$1.28M 0.06%
9,973
+106
91
$1.27M 0.06%
10,725
-2,257
92
$1.25M 0.06%
11,106
+2
93
$1.24M 0.06%
2,722
94
$1.24M 0.06%
15,198
+41
95
$1.23M 0.06%
50,848
+174
96
$1.2M 0.06%
924
97
$1.18M 0.06%
9,487
-15
98
$1.14M 0.06%
2,253
+5
99
$1.14M 0.05%
29,841
100
$1.13M 0.05%
22,614
+124
2 3
4
5 6