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
101
$1.13M 0.05%
13,563
-352
102
$1.11M 0.05%
3,996
103
$1.1M 0.05%
24,880
-1,830
104
$1.1M 0.05%
12,349
105
$1.1M 0.05%
5,163
-215
106
$1.1M 0.05%
17,325
-565
107
$1.09M 0.05%
4,101
+708
108
$1.08M 0.05%
6,990
+50
109
$1.08M 0.05%
7,254
+19
110
$1.06M 0.05%
3,623
+62
111
$1.03M 0.05%
4,925
112
$1.01M 0.05%
78,155
+6
113
$1.01M 0.05%
3,559
-744
114
$997K 0.05%
3,876
+40
115
$996K 0.05%
16,570
-235
116
$987K 0.05%
9,941
+43
117
$981K 0.05%
23,537
+1,224
118
$974K 0.05%
58,520
+1,302
119
$940K 0.05%
3,486
-282
120
$935K 0.05%
7,871
+1
121
$928K 0.04%
20,341
+13,963
122
$920K 0.04%
12,795
-41
123
$918K 0.04%
21,918
-450
124
$909K 0.04%
6,524
+1,700
125
$884K 0.04%
40,961
3 4
5
6 7