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
251
$612K 0.01%
20,956
+40
252
$608K 0.01%
2,630
253
$605K 0.01%
4,987
+1
254
$603K 0.01%
4,708
-72
255
$598K 0.01%
3,053
+18
256
$593K 0.01%
18,851
257
$589K 0.01%
8,651
-66
258
$587K 0.01%
17,764
-1,068
259
$584K 0.01%
9,771
-399
260
$584K 0.01%
3,116
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261
$582K 0.01%
139,895
+483
262
$582K 0.01%
8,334
-5,178
263
$577K 0.01%
1,479
-18
264
$575K 0.01%
6,520
+573
265
$575K 0.01%
4,921
-1
266
$571K 0.01%
8,467
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267
$568K 0.01%
5,195
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268
$567K 0.01%
7,500
269
$564K 0.01%
27,071
270
$563K 0.01%
2,321
-41
271
$559K 0.01%
19,611
+3,210
272
$558K 0.01%
5,059
-56
273
$556K 0.01%
+31,194
274
$553K 0.01%
6,115
+24
275
$551K 0.01%
13,769
+105
9 10
11
12 13