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
201
$556K 0.03%
11,716
-1,627
202
$553K 0.03%
7,312
+3,315
203
$553K 0.03%
1,429
-156
204
$549K 0.03%
1,897
205
$547K 0.03%
2,456
-1,765
206
$544K 0.03%
21,195
207
$543K 0.03%
15,297
+5
208
$543K 0.03%
1,655
+794
209
$541K 0.03%
2,392
-79
210
$539K 0.03%
6,679
-1,449
211
$527K 0.03%
3,954
212
$526K 0.03%
9,201
213
$520K 0.03%
6,060
+32
214
$519K 0.03%
2,399
-17
215
$514K 0.02%
4,889
-923
216
$513K 0.02%
16,041
+73
217
$507K 0.02%
11,534
+921
218
$505K 0.02%
6,709
+527
219
$503K 0.02%
7,804
220
$500K 0.02%
11,404
-1,600
221
$496K 0.02%
6,879
222
$495K 0.02%
9,888
-2,016
223
$491K 0.02%
+7,869
224
$490K 0.02%
10,455
-105
225
$476K 0.02%
6,502
-27
7 8
9
10 11