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
626
$210K ﹤0.01%
10,968
-100
627
$209K ﹤0.01%
+1,052
628
$209K ﹤0.01%
+1,377
629
$208K ﹤0.01%
1,174
630
$208K ﹤0.01%
+964
631
$206K ﹤0.01%
4,258
632
$205K ﹤0.01%
6,745
633
$205K ﹤0.01%
+4,170
634
$204K ﹤0.01%
1,887
-666
635
$204K ﹤0.01%
+2,805
636
$204K ﹤0.01%
2,649
-163
637
$203K ﹤0.01%
+654
638
$203K ﹤0.01%
6,610
-334
639
$203K ﹤0.01%
+6,254
640
$202K ﹤0.01%
+2,463
641
$202K ﹤0.01%
+1,289
642
$201K ﹤0.01%
+8,730
643
$201K ﹤0.01%
+2,128
644
$201K ﹤0.01%
384
-99
645
$201K ﹤0.01%
4,032
646
$201K ﹤0.01%
+3,084
647
$201K ﹤0.01%
+1,450
648
$200K ﹤0.01%
+5,623
649
$200K ﹤0.01%
+3,761
650
$200K ﹤0.01%
13,499
-2,111
24 25
26
27 28