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
551
$244K ﹤0.01%
+24,535
552
$244K ﹤0.01%
+2,062
553
$243K ﹤0.01%
+3,456
554
$243K ﹤0.01%
+1,999
555
$242K ﹤0.01%
2,304
+11
556
$242K ﹤0.01%
1,099
557
$242K ﹤0.01%
1,384
558
$241K ﹤0.01%
6,088
559
$241K ﹤0.01%
+644
560
$240K ﹤0.01%
+614
561
$239K ﹤0.01%
3,791
562
$238K ﹤0.01%
+1,234
563
$238K ﹤0.01%
8,079
564
$238K ﹤0.01%
+18,685
565
$238K ﹤0.01%
+1,945
566
$237K ﹤0.01%
3,033
567
$236K ﹤0.01%
1,521
-326
568
$236K ﹤0.01%
16,400
-2,473
569
$236K ﹤0.01%
4,229
570
$236K ﹤0.01%
+4,073
571
$235K ﹤0.01%
+1,825
572
$233K ﹤0.01%
+1,381
573
$232K ﹤0.01%
+6,986
574
$232K ﹤0.01%
9,210
-5,817
575
$231K ﹤0.01%
5,092
21 22
23
24 25