FFM

Forum Financial Management Portfolio holdings

AUM $7.69B
1-Year Est. Return 18.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.57B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$25.7M
3
+$23.3M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$15.6M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$8.25M

Top Sells

1
+$11.5M
2
+$9.33M
3
+$8.24M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.83M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$7.79M

Sector Composition

1 Technology 4.58%
2 Healthcare 2.81%
3 Financials 2.64%
4 Communication Services 1.72%
5 Consumer Discretionary 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$947K 0.01%
9,253
+142
227
$941K 0.01%
2,320
-878
228
$939K 0.01%
11,503
+1,351
229
$934K 0.01%
28,823
230
$933K 0.01%
13,619
+4,955
231
$932K 0.01%
2,094
232
$926K 0.01%
160
+30
233
$921K 0.01%
17,513
+257
234
$917K 0.01%
10,390
235
$909K 0.01%
5,273
-15
236
$896K 0.01%
48,199
237
$893K 0.01%
2,852
-203
238
$887K 0.01%
1,270
-140
239
$886K 0.01%
8,376
+5
240
$883K 0.01%
9,797
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241
$873K 0.01%
56,594
-16,926
242
$871K 0.01%
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-101
243
$862K 0.01%
20,055
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244
$861K 0.01%
9,666
-127
245
$857K 0.01%
1,117
-93
246
$855K 0.01%
16,855
+359
247
$842K 0.01%
11,378
-176
248
$840K 0.01%
38,026
-4,023
249
$829K 0.01%
6,300
-189
250
$816K 0.01%
10,537
+1,118
8 9
10
11 12