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Forum Financial Management’s SEI Investments SEIC Stock Holding History

Forum Financial Management’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$241K Buy
2,679
+2
+0.1% +$180 ﹤0.01% 793
2025
Q1 		$208K Buy
+2,677
New +$208K ﹤0.01% 796