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
201
$745K 0.01%
3,994
-9
202
$743K 0.01%
5,843
-807
203
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5,702
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204
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205
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19,554
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206
$735K 0.01%
11,378
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207
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-10
208
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209
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4,033
210
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3,299
211
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4,077
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212
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807
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213
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12,083
-377
214
$700K 0.01%
8,450
+1,299
215
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1,108
216
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7,376
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217
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218
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56,055
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219
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220
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8,234
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221
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6,971
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222
$676K 0.01%
11,698
223
$668K 0.01%
6,444
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224
$663K 0.01%
20,956
+10
225
$661K 0.01%
14,593
-1,986
7 8
9
10 11