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
101
$1.21M 0.06%
+2,013
102
$1.21M 0.06%
+3,356
103
$1.2M 0.06%
+3,467
104
$1.19M 0.06%
+12,561
105
$1.17M 0.06%
+40,970
106
$1.16M 0.06%
+16,116
107
$1.16M 0.06%
+4,611
108
$1.16M 0.06%
+4,623
109
$1.16M 0.06%
+12,447
110
$1.15M 0.06%
+18,827
111
$1.15M 0.06%
+55,153
112
$1.14M 0.06%
+18,208
113
$1.1M 0.06%
+4,262
114
$1.09M 0.06%
+160,313
115
$1.09M 0.06%
+25,041
116
$1.07M 0.06%
+18,199
117
$1.07M 0.06%
+12,731
118
$1.07M 0.05%
+9,078
119
$1.06M 0.05%
+77,832
120
$1.05M 0.05%
+83,912
121
$1.04M 0.05%
+1,139
122
$1.04M 0.05%
+22,368
123
$1.03M 0.05%
+19,845
124
$1.03M 0.05%
+4,214
125
$1.03M 0.05%
+7,700
3 4
5
6 7