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
301
$461K 0.01%
10,672
302
$460K 0.01%
1,683
303
$458K 0.01%
42,179
+948
304
$457K 0.01%
2,756
305
$457K 0.01%
2,393
+9
306
$454K 0.01%
5,238
307
$450K 0.01%
6,446
-1,111
308
$450K 0.01%
1,522
309
$447K 0.01%
8,045
+1,673
310
$446K 0.01%
8,712
311
$445K 0.01%
7,612
+959
312
$442K 0.01%
320
313
$441K 0.01%
7,151
314
$440K 0.01%
7,500
315
$439K 0.01%
2,716
316
$439K 0.01%
3,803
317
$433K 0.01%
2,831
318
$429K 0.01%
1,515
319
$429K 0.01%
15,841
320
$427K 0.01%
12,093
321
$424K 0.01%
4,898
-23
322
$424K 0.01%
923
323
$424K 0.01%
13,900
+190
324
$424K 0.01%
4,941
325
$423K 0.01%
3,335
-37
11 12
13
14 15