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
401
$345K 0.01%
2,925
402
$345K 0.01%
3,353
403
$342K 0.01%
6,700
+31
404
$341K 0.01%
+940
405
$339K 0.01%
14,520
+2,147
406
$338K 0.01%
2,443
407
$337K 0.01%
6,062
408
$337K 0.01%
2,462
+405
409
$336K 0.01%
5,783
410
$335K 0.01%
2,411
-158
411
$335K 0.01%
4,707
-19
412
$333K 0.01%
13,439
413
$333K 0.01%
2,021
414
$332K 0.01%
9,169
415
$332K 0.01%
5,946
416
$332K 0.01%
3,407
-3,007
417
$331K 0.01%
6,930
+3
418
$330K 0.01%
8,789
-1,700
419
$328K 0.01%
734
+195
420
$327K 0.01%
590
421
$327K 0.01%
19,384
+1,783
422
$326K 0.01%
17,553
+6
423
$325K 0.01%
2,669
424
$323K 0.01%
319
-7
425
$322K 0.01%
3,191
15 16
17
18 19