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
276
$516K 0.01%
4,689
+381
277
$515K 0.01%
30,344
-850
278
$515K 0.01%
63,929
279
$510K 0.01%
5,075
+15
280
$504K 0.01%
5,196
+1
281
$502K 0.01%
4,728
-20
282
$502K 0.01%
5,254
+195
283
$502K 0.01%
1,967
+300
284
$501K 0.01%
18,739
285
$496K 0.01%
6,879
286
$493K 0.01%
6,573
287
$491K 0.01%
7,590
+26
288
$483K 0.01%
3,118
289
$481K 0.01%
6,947
290
$480K 0.01%
583
291
$479K 0.01%
1,088
292
$477K 0.01%
2,509
-105
293
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1,446
294
$476K 0.01%
2,154
+1
295
$473K 0.01%
15,071
-667
296
$472K 0.01%
12,030
-478
297
$471K 0.01%
8,529
+6
298
$471K 0.01%
40,971
299
$461K 0.01%
5,139
300
$461K 0.01%
8,657
+6
10 11
12
13 14