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
151
$840K 0.04%
+23,905
152
$823K 0.04%
+6,360
153
$816K 0.04%
+27,067
154
$809K 0.04%
+21,195
155
$805K 0.04%
+11,084
156
$804K 0.04%
+12,859
157
$802K 0.04%
+4,148
158
$794K 0.04%
+6,391
159
$786K 0.04%
+4,722
160
$785K 0.04%
+13,444
161
$785K 0.04%
+6,712
162
$783K 0.04%
+6,765
163
$778K 0.04%
+6,706
164
$778K 0.04%
+3,630
165
$767K 0.04%
+3,678
166
$757K 0.04%
+3,295
167
$749K 0.04%
+1,149
168
$746K 0.04%
+17,187
169
$736K 0.04%
+6,828
170
$736K 0.04%
+288,638
171
$723K 0.04%
+16,408
172
$714K 0.04%
+4,303
173
$703K 0.04%
+8,071
174
$702K 0.04%
+2,754
175
$699K 0.04%
+26,844
5 6
7
8 9