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
276
$754K 0.01%
2,337
+851
277
$753K 0.01%
1,479
+162
278
$753K 0.01%
6,055
+405
279
$753K 0.01%
1,534
+129
280
$751K 0.01%
31,529
+1,345
281
$750K 0.01%
5,817
+149
282
$750K 0.01%
69,095
+396
283
$744K 0.01%
4,486
-311
284
$742K 0.01%
14,855
-1,399
285
$738K 0.01%
9,462
+2,699
286
$738K 0.01%
5,820
+495
287
$737K 0.01%
7,463
+782
288
$730K 0.01%
22,375
+2,171
289
$729K 0.01%
5,142
290
$729K 0.01%
2,992
+165
291
$727K 0.01%
10,003
292
$722K 0.01%
52,531
+15,362
293
$718K 0.01%
21,248
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294
$717K 0.01%
12,289
+20
295
$716K 0.01%
42,749
+18,198
296
$713K 0.01%
15,073
-5,586
297
$712K 0.01%
10,016
+5,368
298
$706K 0.01%
3,369
-139
299
$701K 0.01%
10,509
+2,017
300
$700K 0.01%
21,357
-5
10 11
12
13 14