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
126
$882K 0.04%
160,313
127
$880K 0.04%
22,821
-9,305
128
$877K 0.04%
4,822
-227
129
$870K 0.04%
2,094
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130
$855K 0.04%
22,209
131
$854K 0.04%
10,477
+3,488
132
$849K 0.04%
3,698
-1,160
133
$822K 0.04%
14,668
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134
$811K 0.04%
12,494
135
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7,211
136
$799K 0.04%
4,103
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137
$796K 0.04%
25,232
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138
$794K 0.04%
4,227
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139
$791K 0.04%
9,792
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140
$788K 0.04%
14,364
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141
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27,160
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142
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143
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144
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12,669
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145
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134,043
146
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2,860
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147
$758K 0.04%
13,496
148
$751K 0.04%
5,028
+32
149
$743K 0.04%
5,539
150
$740K 0.04%
5,485
+70
4 5
6
7 8