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
26
$14.6M 0.28%
41,312
+171
27
$11.1M 0.21%
355,302
+148,434
28
$9.9M 0.19%
70,887
+1,363
29
$9.76M 0.18%
62,983
-1,385
30
$9.66M 0.18%
305,499
+120,370
31
$9.45M 0.18%
415,482
-40,595
32
$9.15M 0.17%
64,935
-1,495
33
$8.31M 0.16%
46,157
-267
34
$8.26M 0.16%
481,216
-5,600
35
$8.11M 0.15%
136,045
-3,492
36
$7.82M 0.15%
157,920
+14,990
37
$7.73M 0.15%
241,246
+115,108
38
$7.27M 0.14%
15,304
+254
39
$7.02M 0.13%
70,218
+1,224
40
$6.71M 0.13%
60,963
+4,674
41
$6.08M 0.11%
146,957
-2,076
42
$5.91M 0.11%
19,497
-282
43
$5.41M 0.1%
21,772
+3,582
44
$5.4M 0.1%
66,231
+1,274
45
$5.32M 0.1%
15,343
-212
46
$5.07M 0.1%
12,690
-209
47
$5M 0.09%
8,571
-502
48
$4.69M 0.09%
19,750
+1,495
49
$4.65M 0.09%
31,204
-1,526
50
$4.52M 0.09%
96,362
-736
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