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
126
$1.02M 0.05%
+4,931
127
$1.02M 0.05%
+5,405
128
$1.01M 0.05%
+17,285
129
$1M 0.05%
+12,743
130
$1M 0.05%
+15,127
131
$993K 0.05%
+62,580
132
$991K 0.05%
+9,583
133
$985K 0.05%
+7,334
134
$971K 0.05%
+4,825
135
$957K 0.05%
+53,533
136
$954K 0.05%
+153,438
137
– –
0
138
$946K 0.05%
+7,744
139
$933K 0.05%
+4,651
140
$926K 0.05%
+60,049
141
$909K 0.05%
+11,850
142
$904K 0.05%
+5,742
143
$897K 0.05%
+12,516
144
$878K 0.05%
+6,050
145
$875K 0.05%
+5,350
146
$871K 0.04%
+9,987
147
$860K 0.04%
+5,286
148
$858K 0.04%
+15,271
149
$856K 0.04%
+24,601
150
$842K 0.04%
+10,147
4 5
6
7 8