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
651
$198K ﹤0.01%
14,573
+3,980
652
$195K ﹤0.01%
+13,079
653
$192K ﹤0.01%
15,287
-1,000
654
$186K ﹤0.01%
17,173
+4,941
655
$184K ﹤0.01%
90,000
+72,201
656
$179K ﹤0.01%
14,759
657
$179K ﹤0.01%
14,420
+431
658
$172K ﹤0.01%
12,477
659
$169K ﹤0.01%
26,646
+4,972
660
$165K ﹤0.01%
20,075
+8,322
661
$163K ﹤0.01%
47,801
-91,776
662
$161K ﹤0.01%
24,157
663
$158K ﹤0.01%
66,294
-32,619
664
$149K ﹤0.01%
+10,375
665
$144K ﹤0.01%
12,639
-29,540
666
$138K ﹤0.01%
3,389
667
$126K ﹤0.01%
+17,946
668
$121K ﹤0.01%
+11,570
669
$118K ﹤0.01%
20,954
+3,662
670
$113K ﹤0.01%
10,001
-1,261
671
$104K ﹤0.01%
15,843
-7,284
672
$102K ﹤0.01%
21,152
+4,146
673
$101K ﹤0.01%
+23,003
674
$98.3K ﹤0.01%
1,798
+701
675
$92.3K ﹤0.01%
16,019
25 26
27
28 29