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
451
$300K 0.01%
3,207
-30
452
$300K 0.01%
2,972
-654
453
$300K 0.01%
+2,386
454
$298K 0.01%
3,131
455
$297K 0.01%
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456
$297K 0.01%
6,678
457
$297K 0.01%
209
458
$297K 0.01%
358
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459
$296K 0.01%
1,462
-8
460
$296K 0.01%
5,142
461
$296K 0.01%
900
-1
462
$296K 0.01%
7,466
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463
$296K 0.01%
2,481
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464
$294K 0.01%
580
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465
$292K 0.01%
5,724
466
$292K 0.01%
4,146
467
$292K 0.01%
12,433
+4,084
468
$291K 0.01%
514
469
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591
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470
$289K 0.01%
1,260
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471
$288K 0.01%
1,994
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472
$288K 0.01%
1,266
473
$287K 0.01%
10,986
-5,240
474
$283K 0.01%
+1,199
475
$283K 0.01%
5,684
17 18
19
20 21