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
301
$486K 0.01%
5,805
+1,770
302
$486K 0.01%
6,545
+215
303
$480K 0.01%
1,446
-22
304
$480K 0.01%
13,710
+2,767
305
$480K 0.01%
19,270
306
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40,971
-13
307
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2,748
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308
$471K 0.01%
2,384
+10
309
$470K 0.01%
4,783
+1,209
310
$469K 0.01%
1,626
+293
311
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3,372
+448
312
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2,153
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313
$454K 0.01%
1,515
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314
$448K 0.01%
13,566
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315
$444K 0.01%
6,653
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316
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317
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1,979
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318
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5,238
-10
319
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3,090
320
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1,728
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321
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2,926
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322
$431K 0.01%
18,739
323
$431K 0.01%
1,972
324
$428K 0.01%
2,465
-26
325
$424K 0.01%
5,510
+2,662
11 12
13
14 15