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
326
$438K 0.01%
5,451
+659
327
$436K 0.01%
1,559
+1
328
$435K 0.01%
5,623
+634
329
$434K 0.01%
6,241
330
$432K 0.01%
1,773
-1,058
331
$431K 0.01%
6,145
-1,445
332
$429K 0.01%
4,941
333
$429K 0.01%
9,104
334
$429K 0.01%
+1,566
335
$429K 0.01%
3,992
-791
336
$428K 0.01%
2,968
+137
337
$426K 0.01%
4,610
338
$425K 0.01%
3,335
339
$424K 0.01%
1,189
-2
340
$424K 0.01%
5,609
+1,612
341
$424K 0.01%
12,393
+300
342
$423K 0.01%
12,703
+1,183
343
$423K 0.01%
100,000
344
$423K 0.01%
1,088
345
$421K 0.01%
725
346
$420K 0.01%
5,228
+24
347
$419K 0.01%
7,294
-1,235
348
$416K 0.01%
922
349
$416K 0.01%
725
350
$413K 0.01%
2,659
-1,706
12 13
14
15 16