FFM
Forum Financial Management Portfolio holdings
AUM
$6.57B
This Quarter Return
+4.87%
1 Year Return
+12.97%
3 Year Return
+40.49%
5 Year Return
–
10 Year Return
–
AUM
$5.85B
AUM Growth
+$5.85B
(+10%)
Cap. Flow
+$307M
Cap. Flow
% of AUM
5.25%
Top 10 Holdings %
Top 10 Hldgs %
77.3%
Holding
764
New
77
Increased
229
Reduced
192
Closed
23
Top Buys
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$29.4M |
| 2 |
CME Group
CME
|
$14.4M |
| 3 |
VanEck High Yield Muni ETF
HYD
|
$8.2M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$6.01M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
$4.67M |
Sector Composition
| 1 | Healthcare | 2.95% |
| 2 | Technology | 2.82% |
| 3 | Financials | 2.69% |
| 4 | Consumer Discretionary | 1.07% |
| 5 | Communication Services | 1.02% |
