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
576
$231K ﹤0.01%
6,440
-7
577
$230K ﹤0.01%
+1,926
578
$230K ﹤0.01%
+1,795
579
$229K ﹤0.01%
7,943
-613
580
$229K ﹤0.01%
+1,211
581
$229K ﹤0.01%
1,004
582
$228K ﹤0.01%
+4,265
583
$227K ﹤0.01%
2,918
584
$227K ﹤0.01%
+4,467
585
$227K ﹤0.01%
1,177
-60
586
$226K ﹤0.01%
4,430
+71
587
$225K ﹤0.01%
+1,109
588
$225K ﹤0.01%
1,669
589
$224K ﹤0.01%
+2,475
590
$224K ﹤0.01%
+10,339
591
$223K ﹤0.01%
+3,223
592
$222K ﹤0.01%
624
593
$222K ﹤0.01%
+912
594
$221K ﹤0.01%
3,541
-339
595
$221K ﹤0.01%
+1,390
596
$219K ﹤0.01%
2,496
597
$219K ﹤0.01%
+4,998
598
$219K ﹤0.01%
798
599
$219K ﹤0.01%
+1,166
600
$219K ﹤0.01%
+5,264
22 23
24
25 26