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
$4.46B
AUM Growth
+$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$143M
3
+$138M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$132M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$103M

Top Sells

1
+$7.83M
2
+$5.38M
3
+$3.84M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.54M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.42M

Sector Composition

1 Healthcare 3.3%
2 Financials 3.27%
3 Technology 3.2%
4 Consumer Discretionary 1.09%
5 Communication Services 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$681K 0.02%
7,525
227
$669K 0.02%
7,277
-5,072
228
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4,077
+122
229
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230
$662K 0.01%
7,328
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231
$661K 0.01%
12,412
+1,121
232
$654K 0.01%
6,919
233
$652K 0.01%
25,601
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234
$651K 0.01%
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235
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3,299
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236
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1,894
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237
$647K 0.01%
5,136
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238
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7,573
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239
$640K 0.01%
6,459
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240
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241
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243
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244
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1,787
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245
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246
$628K 0.01%
6,573
247
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7,644
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248
$626K 0.01%
12,516
249
$619K 0.01%
8,190
+784
250
$615K 0.01%
4,365
-237
8 9
10
11 12