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
$4.52B
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$41M
3
+$32.6M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$27.4M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$23M

Top Sells

1
+$3.52M
2
+$2.01M
3
+$1.46M
4
SPLK
Splunk Inc
SPLK
+$1.31M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.16M

Sector Composition

1 Healthcare 3.54%
2 Financials 3.21%
3 Technology 2.99%
4 Energy 1.09%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$631K 0.01%
5,137
+1
227
$627K 0.01%
4,572
-136
228
$625K 0.01%
1,797
+10
229
$624K 0.01%
5,808
-2
230
$624K 0.01%
7,523
-2
231
$621K 0.01%
16,950
232
$619K 0.01%
6,521
+1
233
$618K 0.01%
8,192
+2
234
$618K 0.01%
11,698
235
$617K 0.01%
3,299
236
$612K 0.01%
18,576
-16
237
$610K 0.01%
6,688
+229
238
$603K 0.01%
9,945
+30
239
$594K 0.01%
18,600
240
$592K 0.01%
17,903
+139
241
$592K 0.01%
4,365
242
$591K 0.01%
6,122
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243
$590K 0.01%
2,572
+12
244
$588K 0.01%
7,625
-19
245
$585K 0.01%
1,202
-399
246
$583K 0.01%
8,467
247
$582K 0.01%
9,090
+5
248
$579K 0.01%
1,411
249
$579K 0.01%
4,651
250
$576K 0.01%
1,479
8 9
10
11 12