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
101
$1.27M 0.06%
7,690
+1,389
102
$1.25M 0.06%
22,490
103
$1.25M 0.06%
+50,674
104
$1.24M 0.06%
7,235
+34
105
$1.22M 0.06%
2,248
+3
106
$1.2M 0.06%
9,502
-4
107
$1.2M 0.06%
5,378
-1,560
108
$1.18M 0.06%
+12,349
109
$1.15M 0.06%
924
+214
110
$1.14M 0.06%
30,488
-24,582
111
$1.13M 0.06%
4,858
+337
112
$1.12M 0.06%
4,925
113
$1.11M 0.06%
7,870
+166
114
$1.1M 0.06%
78,149
+317
115
$1.08M 0.05%
3,768
+305
116
$1.07M 0.05%
6,940
-175
117
$1.06M 0.05%
3,836
+226
118
$1.06M 0.05%
3,561
-175
119
$1.05M 0.05%
3,996
+378
120
$1.05M 0.05%
22,368
121
$1.04M 0.05%
4,221
-142
122
$1.03M 0.05%
22,313
-3,079
123
$1.01M 0.05%
2,124
+30
124
$993K 0.05%
5,049
+268
125
$992K 0.05%
134,043
3 4
5
6 7