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
176
$638K 0.03%
288,638
177
$637K 0.03%
7,398
-32
178
$634K 0.03%
7,525
-134
179
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180
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14,428
-53,075
181
$625K 0.03%
5,258
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182
$623K 0.03%
7,053
-297
183
$621K 0.03%
83,892
184
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12,045
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185
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2,966
186
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6,573
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187
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188
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1,095
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189
$601K 0.03%
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190
$598K 0.03%
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191
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192
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194
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24,937
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195
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197
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4,033
198
$577K 0.03%
3,270
199
$566K 0.03%
6,761
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200
$558K 0.03%
4,330
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