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
601
$219K ﹤0.01%
+2,880
602
$218K ﹤0.01%
+3,954
603
$218K ﹤0.01%
3,179
+220
604
$218K ﹤0.01%
+789
605
$218K ﹤0.01%
+2,005
606
$217K ﹤0.01%
+3,365
607
$217K ﹤0.01%
4,333
608
$216K ﹤0.01%
+868
609
$216K ﹤0.01%
+644
610
$215K ﹤0.01%
10,689
611
$215K ﹤0.01%
+502
612
$215K ﹤0.01%
2,216
-258
613
$215K ﹤0.01%
+21,588
614
$214K ﹤0.01%
2,149
615
$214K ﹤0.01%
9,425
-5
616
$213K ﹤0.01%
+1,055
617
$213K ﹤0.01%
+3,228
618
$213K ﹤0.01%
+7,965
619
$213K ﹤0.01%
605
620
$213K ﹤0.01%
+1,202
621
$213K ﹤0.01%
15,033
622
$213K ﹤0.01%
+2,554
623
$211K ﹤0.01%
+6,468
624
$211K ﹤0.01%
9,536
-1,324
625
$210K ﹤0.01%
1,717
23 24
25
26 27