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
51
$4.1M 0.08%
99,417
+19,077
52
$3.97M 0.07%
58,950
53
$3.92M 0.07%
8,203
+83
54
$3.82M 0.07%
25,890
+397
55
$3.72M 0.07%
70,716
+9,984
56
$3.67M 0.07%
6,970
-360
57
$3.57M 0.07%
48,877
-2,529
58
$3.37M 0.06%
30,220
+3,100
59
$3.33M 0.06%
22,721
+1,103
60
$3.3M 0.06%
21,031
-3,795
61
$3.25M 0.06%
17,708
+411
62
$3.25M 0.06%
12,468
+392
63
$3.2M 0.06%
63,639
+7,180
64
$3.2M 0.06%
160,123
65
$3.18M 0.06%
51,704
+43,659
66
$3.15M 0.06%
28,925
-1,926
67
$3.13M 0.06%
93,079
-2,818
68
$3.1M 0.06%
4,694
+251
69
$3.09M 0.06%
64,431
+3,327
70
$3M 0.06%
27,220
-1,732
71
$2.99M 0.06%
28,346
72
$2.86M 0.05%
331,716
+32,700
73
$2.82M 0.05%
9,516
-646
74
$2.58M 0.05%
58,767
+1,379
75
$2.57M 0.05%
15,568
-513
1 2
3
4 5