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
201
$621K 0.03%
+4,184
202
$616K 0.03%
+6,938
203
$616K 0.03%
+7,570
204
$615K 0.03%
+1,712
205
$614K 0.03%
+606
206
$613K 0.03%
+11,404
207
$610K 0.03%
+9,527
208
$605K 0.03%
+2,023
209
$601K 0.03%
+2,595
210
$599K 0.03%
+4,350
211
– –
0
212
$592K 0.03%
+4,325
213
$582K 0.03%
+5,039
214
$573K 0.03%
+2,506
215
$572K 0.03%
+3,963
216
$572K 0.03%
+15,292
217
$569K 0.03%
+2,585
218
$560K 0.03%
+7,655
219
$558K 0.03%
+2,262
220
$554K 0.03%
+18,491
221
$552K 0.03%
+1,568
222
$551K 0.03%
+20,916
223
$549K 0.03%
+13,158
224
$543K 0.03%
+11,652
225
$542K 0.03%
+7,478
7 8
9
10 11