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
526
$258K ﹤0.01%
3,360
+478
527
$257K ﹤0.01%
+3,568
528
$257K ﹤0.01%
4,179
-3,433
529
$256K ﹤0.01%
12,248
530
$255K ﹤0.01%
2,953
531
$255K ﹤0.01%
+2,331
532
$254K ﹤0.01%
3,240
-1,000
533
$253K ﹤0.01%
3,521
+106
534
$253K ﹤0.01%
1,836
535
$253K ﹤0.01%
+980
536
$252K ﹤0.01%
3,422
-39
537
$251K ﹤0.01%
+8,199
538
$250K ﹤0.01%
+1,841
539
$250K ﹤0.01%
+2,478
540
$250K ﹤0.01%
3,283
541
$249K ﹤0.01%
1,755
-504
542
$249K ﹤0.01%
3,077
-313
543
$248K ﹤0.01%
4,480
+165
544
$248K ﹤0.01%
+5,146
545
$247K ﹤0.01%
3,615
546
$247K ﹤0.01%
+1,619
547
$246K ﹤0.01%
1,643
548
$245K ﹤0.01%
2,280
549
$245K ﹤0.01%
+9,972
550
$244K ﹤0.01%
+2,006
20 21
22
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