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
126
$1.43M 0.03%
7,435
+106
127
$1.41M 0.03%
17,856
+2,901
128
$1.35M 0.03%
5,841
-2,011
129
$1.35M 0.03%
8,227
-387
130
$1.34M 0.03%
26,086
+921
131
$1.31M 0.02%
2,785
-1
132
$1.31M 0.02%
42,361
+2,400
133
$1.3M 0.02%
6,952
-227
134
$1.3M 0.02%
10,406
-2,550
135
$1.3M 0.02%
9,286
-566
136
$1.3M 0.02%
15,724
-532
137
$1.28M 0.02%
15,776
+196
138
$1.26M 0.02%
14,749
+1,039
139
$1.26M 0.02%
10,015
-1,557
140
$1.23M 0.02%
4,110
141
$1.23M 0.02%
90,645
+10,717
142
$1.21M 0.02%
5,128
-1,060
143
$1.21M 0.02%
36,434
-6
144
$1.21M 0.02%
5,183
-335
145
$1.2M 0.02%
14,264
-5,616
146
$1.19M 0.02%
12,608
-657
147
$1.18M 0.02%
22,579
+1
148
$1.16M 0.02%
2,193
-3
149
$1.13M 0.02%
6,645
-367
150
$1.13M 0.02%
6,988
-178
4 5
6
7 8