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
501
$270K 0.01%
3,023
-453
502
$269K 0.01%
3,691
503
$268K 0.01%
1,811
504
$267K 0.01%
2,871
505
$267K 0.01%
4,634
506
$267K 0.01%
1,336
507
$267K 0.01%
4,097
-1,902
508
$266K 0.01%
75
+2
509
$265K 0.01%
4,705
510
$265K 0.01%
5,408
+16
511
$265K 0.01%
3,103
512
$264K 0.01%
4,795
513
$263K 0.01%
973
514
$263K 0.01%
7,283
+9
515
$263K 0.01%
600
516
$263K 0.01%
58,289
-16,949
517
$262K ﹤0.01%
1,229
-912
518
$262K ﹤0.01%
2,291
-221
519
$261K ﹤0.01%
13,548
+1,374
520
$261K ﹤0.01%
8,888
-2,000
521
$261K ﹤0.01%
1,269
522
$261K ﹤0.01%
2,062
-864
523
$259K ﹤0.01%
4,796
-106
524
$259K ﹤0.01%
2,829
-1,803
525
$258K ﹤0.01%
7,184
-2,063
19 20
21
22 23