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
101
$1.78M 0.03%
19,040
-789
102
$1.77M 0.03%
35,639
+5,168
103
$1.74M 0.03%
39,659
104
$1.72M 0.03%
6,996
-973
105
$1.69M 0.03%
11,684
-320
106
$1.67M 0.03%
16,486
-327
107
$1.66M 0.03%
53,851
+318
108
$1.66M 0.03%
14,768
-975
109
$1.63M 0.03%
2,160
-7
110
$1.62M 0.03%
21,596
-946
111
$1.62M 0.03%
56,309
-4,755
112
$1.59M 0.03%
17,618
-13,131
113
$1.59M 0.03%
115,146
-9,802
114
$1.58M 0.03%
3,716
+339
115
$1.58M 0.03%
32,499
-13,178
116
$1.57M 0.03%
3,842
-1,181
117
$1.57M 0.03%
15,377
-3,155
118
$1.54M 0.03%
5,920
+326
119
$1.51M 0.03%
14,326
-167
120
$1.5M 0.03%
10,081
+411
121
$1.49M 0.03%
8,585
-243
122
$1.47M 0.03%
3,589
+78
123
$1.46M 0.03%
3,783
-661
124
$1.46M 0.03%
7,386
+56
125
$1.45M 0.03%
4,144
-246
3 4
5
6 7