FFM

Forum Financial Management Portfolio holdings

AUM $7.31B
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
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
376
$375K 0.01%
1,377
-7
377
$374K 0.01%
26,211
-41,207
378
$373K 0.01%
47,325
+15,820
379
$372K 0.01%
+237
380
$366K 0.01%
33,808
+11,544
381
$364K 0.01%
2,553
-773
382
$362K 0.01%
1,180
383
$361K 0.01%
2,403
384
$359K 0.01%
508
+1
385
$359K 0.01%
19,354
386
$359K 0.01%
4,631
-508
387
$359K 0.01%
21,114
+1,533
388
$358K 0.01%
8,891
+182
389
$358K 0.01%
3,982
+546
390
$354K 0.01%
5,823
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391
$353K 0.01%
+2,027
392
$351K 0.01%
4,409
393
$351K 0.01%
2,412
394
$351K 0.01%
9,467
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395
$350K 0.01%
9,062
+10
396
$349K 0.01%
3,989
397
$348K 0.01%
1,951
398
$347K 0.01%
1,609
399
$346K 0.01%
134
400
$346K 0.01%
+1,354
14 15
16
17 18