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
351
$407K 0.01%
1,299
-21
352
$405K 0.01%
5,508
-938
353
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15,831
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355
$401K 0.01%
31,872
356
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3,855
-92
357
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10,768
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358
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359
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6,085
-3,005
360
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11,016
-7,560
361
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2,597
362
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31,002
363
$393K 0.01%
4,669
364
$392K 0.01%
2,567
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365
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18,554
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366
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368
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369
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2,807
370
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2,325
371
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2,802
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372
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4,916
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373
$380K 0.01%
10,298
-416
374
$377K 0.01%
2,350
375
$375K 0.01%
2,531
13 14
15
16 17