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
476
$283K 0.01%
3,561
477
$282K 0.01%
5,411
478
$281K 0.01%
6,961
479
$280K 0.01%
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480
$279K 0.01%
+1,457
481
$279K 0.01%
1,361
482
$279K 0.01%
4,079
483
$277K 0.01%
+13,575
484
$277K 0.01%
6,033
-328
485
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+1,148
486
$277K 0.01%
886
487
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1,346
488
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11,415
-8,432
489
$276K 0.01%
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490
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1,152
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491
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3,421
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492
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493
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494
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495
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496
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2,325
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2,333
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498
$271K 0.01%
43,024
-91,004
499
$271K 0.01%
5,240
500
$271K 0.01%
1,215
18 19
20
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