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
1
$727M 37.38%
+25,084,316
2
$220M 11.3%
+4,620,664
3
$209M 10.75%
+2,336,915
4
$106M 5.47%
+473,080
5
$71M 3.65%
+1,374,213
6
$54M 2.78%
+304,209
7
$15.8M 0.82%
+47,106
8
$14.5M 0.74%
+553,557
9
$14.2M 0.73%
+432,447
10
$13.2M 0.68%
+83,301
11
$11.9M 0.61%
+71,240
12
$10.3M 0.53%
+30,711
13
$8.25M 0.42%
+46,109
14
$7.38M 0.38%
+21,667
15
$7.36M 0.38%
+54,340
16
$6.89M 0.35%
+114,831
17
$6.59M 0.34%
+46,832
18
$6.44M 0.33%
+44,460
19
$5.53M 0.28%
+11,642
20
$5.48M 0.28%
+82,315
21
$5.17M 0.27%
+35,720
22
$4.92M 0.25%
+16,114
23
$4.72M 0.24%
+27,586
24
$4.64M 0.24%
+79,308
25
$4.38M 0.23%
+12,429
1
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