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
276
$549K 0.01%
7,557
+1,269
277
$535K 0.01%
18,600
-4
278
$533K 0.01%
10,672
279
$531K 0.01%
7,564
+1,820
280
$530K 0.01%
2,560
+13
281
$525K 0.01%
5,060
+10
282
$523K 0.01%
15,738
+659
283
$522K 0.01%
6,879
-2
284
$521K 0.01%
4,748
+1,219
285
$518K 0.01%
11,426
+723
286
$517K 0.01%
41,231
-2,762
287
$516K 0.01%
7,228
+33
288
$516K 0.01%
2,716
289
$513K 0.01%
1,683
-119
290
$513K 0.01%
2,338
+1
291
$509K 0.01%
12,508
+4,726
292
$507K 0.01%
6,947
-3,200
293
$506K 0.01%
33,185
+7,188
294
$499K 0.01%
8,712
+60
295
$499K 0.01%
1,088
+23
296
$495K 0.01%
1,522
297
$492K 0.01%
2,614
-368
298
$491K 0.01%
63,929
-36
299
$489K 0.01%
10,947
+1
300
$487K 0.01%
4,308
+78
10 11
12
13 14