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
251
$583K 0.01%
1,274
+72
252
$583K 0.01%
6,976
253
$582K 0.01%
63,929
254
$581K 0.01%
1,864
-103
255
$577K 0.01%
6,005
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256
$574K 0.01%
2,551
-21
257
$570K 0.01%
5,979
-1,544
258
$569K 0.01%
2,835
-839
259
$568K 0.01%
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260
$566K 0.01%
5,075
261
$565K 0.01%
16,056
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262
$564K 0.01%
4,320
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263
$559K 0.01%
30,266
-78
264
$556K 0.01%
7,229
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265
$552K 0.01%
3,356
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266
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4,898
267
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3,482
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268
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1,446
269
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2,097
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270
$548K 0.01%
19,270
271
$547K 0.01%
9,489
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272
$542K 0.01%
5,477
-877
273
$537K 0.01%
3,116
+400
274
$535K 0.01%
17,571
+3,671
275
$535K 0.01%
10,672
9 10
11
12 13