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
76
$2.49M 0.05%
50,579
-529
77
$2.42M 0.05%
23,392
-1,492
78
$2.41M 0.05%
23,822
-52
79
$2.35M 0.04%
15,192
80
$2.35M 0.04%
5,374
+586
81
$2.31M 0.04%
7,421
-587
82
$2.29M 0.04%
69,850
83
$2.25M 0.04%
3,772
-156
84
$2.13M 0.04%
8,086
-13
85
$2.12M 0.04%
35,917
-4,194
86
$2.11M 0.04%
18,138
-1,796
87
$2.07M 0.04%
9,508
-273
88
$2.06M 0.04%
12,146
-515
89
$2.03M 0.04%
40,134
-72
90
$2.01M 0.04%
30,519
+4,181
91
$2M 0.04%
70,000
-23
92
$2M 0.04%
4,411
-217
93
$2M 0.04%
29,217
-182
94
$1.86M 0.04%
98,325
+2,445
95
$1.85M 0.03%
30,637
-52
96
$1.85M 0.03%
6,260
-328
97
$1.83M 0.03%
188,813
+25,500
98
$1.8M 0.03%
1,198
+87
99
$1.79M 0.03%
6,836
-138
100
$1.79M 0.03%
3,668
+309
2 3
4
5 6