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
176
$921K 0.02%
12,722
-2,457
177
$906K 0.02%
26,014
-1,250
178
$903K 0.02%
5,632
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179
$898K 0.02%
13,586
-999
180
$896K 0.02%
10,144
+209
181
$885K 0.02%
15,766
182
$883K 0.02%
5,808
183
$868K 0.02%
12,359
-1,816
184
$860K 0.02%
5,398
185
$847K 0.02%
204,695
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186
$838K 0.02%
4,397
-4
187
$822K 0.02%
5,312
+175
188
$822K 0.02%
5,501
+36
189
$816K 0.02%
18,841
-21,249
190
$816K 0.02%
12,044
+1
191
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10,824
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192
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23,005
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193
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3,366
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194
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4,851
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195
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4,712
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196
$789K 0.01%
3,760
-775
197
$787K 0.01%
3,043
198
$777K 0.01%
1,678
199
$774K 0.01%
18,389
+2,694
200
$750K 0.01%
13,929
+1,365
6 7
8
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