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
176
$691K 0.04%
+15,861
177
$689K 0.04%
+5,608
178
$686K 0.04%
+1,479
179
$679K 0.03%
+1,055
180
$674K 0.03%
+3,898
181
$673K 0.03%
+5,668
182
$672K 0.03%
+2,598
183
$672K 0.03%
+6,477
184
$667K 0.03%
+4,005
185
$662K 0.03%
+11,646
186
$662K 0.03%
+6,143
187
$655K 0.03%
+17,415
188
$651K 0.03%
+2,435
189
$650K 0.03%
+7,886
190
$650K 0.03%
+2,218
191
$645K 0.03%
+3,026
192
$643K 0.03%
+5,937
193
$642K 0.03%
+5,878
194
$640K 0.03%
+8,900
195
$635K 0.03%
+6,988
196
$634K 0.03%
+1,637
197
$630K 0.03%
+23,676
198
$630K 0.03%
+4,185
199
$629K 0.03%
+10,802
200
$624K 0.03%
+189,780
6 7
8
9 10