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
151
$1.13M 0.02%
67,175
-75,771
152
$1.13M 0.02%
16,357
+3,002
153
$1.1M 0.02%
2,496
+124
154
$1.09M 0.02%
2,894
-1,268
155
$1.09M 0.02%
4,808
156
$1.09M 0.02%
26,801
-266
157
$1.08M 0.02%
37,804
-2,853
158
$1.06M 0.02%
17,129
159
$1.06M 0.02%
4,757
-289
160
$1.05M 0.02%
8,010
-352
161
$1.02M 0.02%
7,658
-1,181
162
$1.02M 0.02%
1,254
+1
163
$1.01M 0.02%
10,896
+344
164
$1.01M 0.02%
17,861
-1,540
165
$1.01M 0.02%
4,181
-509
166
$987K 0.02%
12,252
-140
167
$977K 0.02%
25,026
-2,848
168
$974K 0.02%
55,221
-1,090
169
$967K 0.02%
18,589
-799
170
$966K 0.02%
7,952
-540
171
$953K 0.02%
4,226
-32
172
$949K 0.02%
19,048
173
$946K 0.02%
7,822
-133
174
$940K 0.02%
273,134
-15,504
175
$937K 0.02%
4,720
-262
5 6
7
8 9