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
$5.31B
AUM Growth
+$783M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$50.3M
3
+$40M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$29.1M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$27.5M

Top Sells

1
+$7.75M
2
+$2.77M
3
+$2.07M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.83M
5
VZ icon
Verizon
VZ
+$1.28M

Sector Composition

1 Healthcare 3.18%
2 Financials 3.11%
3 Technology 2.9%
4 Consumer Discretionary 1.06%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$659K 0.01%
8,884
+417
227
$658K 0.01%
2,601
-334
228
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18,859
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234
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236
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237
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238
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239
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240
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241
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243
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14,729
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246
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248
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6,079
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249
$589K 0.01%
5,429
+175
250
$586K 0.01%
6,198
-375
8 9
10
11 12